WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,425,650 | -9.8% | 428,408 | -5.5% | 2.65% | -8.2% |
Q2 2023 | $12,668,768 | +3.7% | 453,265 | +3.3% | 2.89% | -1.0% |
Q1 2023 | $12,212,123 | +15.6% | 438,654 | +10.8% | 2.92% | -9.4% |
Q4 2022 | $10,562,087 | +34.2% | 395,880 | +23.8% | 3.22% | +21.2% |
Q3 2022 | $7,870,000 | -9.5% | 319,658 | +5.5% | 2.66% | -8.5% |
Q2 2022 | $8,692,000 | -10.3% | 303,069 | +2.1% | 2.90% | -3.4% |
Q1 2022 | $9,695,000 | -7.5% | 296,860 | +4.4% | 3.01% | -7.8% |
Q4 2021 | $10,477,000 | +10.1% | 284,308 | +11.5% | 3.26% | -0.6% |
Q3 2021 | $9,518,000 | -0.7% | 255,049 | +11.9% | 3.28% | -8.9% |
Q2 2021 | $9,589,000 | +13.3% | 227,924 | +9.5% | 3.60% | +2.6% |
Q1 2021 | $8,467,000 | +12.0% | 208,075 | +9.2% | 3.51% | +1.8% |
Q4 2020 | $7,559,000 | +34.7% | 190,543 | +14.3% | 3.45% | +14.1% |
Q3 2020 | $5,612,000 | – | 166,669 | – | 3.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |