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 | $477,753 | -0.6% | 17,914 | +4.1% | 0.12% | +4.2% |
| Q2 2023 | $480,853 | -0.7% | 17,204 | -1.1% | 0.12% | -5.6% |
| Q1 2023 | $484,283 | -2.8% | 17,395 | -6.8% | 0.12% | -8.1% |
| Q4 2022 | $498,213 | +1.1% | 18,674 | -6.8% | 0.14% | -0.7% |
| Q3 2022 | $493,000 | -3.9% | 20,030 | +11.8% | 0.14% | -0.7% |
| Q2 2022 | $513,000 | -8.7% | 17,910 | +3.9% | 0.14% | +4.5% |
| Q1 2022 | $562,000 | -11.4% | 17,238 | +0.1% | 0.13% | -9.6% |
| Q4 2021 | $634,000 | +1.8% | 17,224 | +3.0% | 0.15% | -7.0% |
| Q3 2021 | $623,000 | – | 16,716 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 352,050 | $8,667,000 | 8.73% |
| ESL Trust Services, LLC | 711,877 | $17,526,000 | 6.51% |
| Melone Private Wealth, LLC | 235,181 | $6,018,000 | 5.26% |
| Legacy Financial Group LLC | 436,470 | $10,746,000 | 3.59% |
| TOMPKINS FINANCIAL CORP | 801,204 | $19,726,000 | 3.33% |
| WESCAP Management Group, Inc. | 343,038 | $8,445,000 | 3.23% |
| Amplius Wealth Advisors, LLC | 706,392 | $17,391,000 | 3.11% |
| Refined Wealth Management | 139,239 | $3,428,000 | 3.09% |
| Stewardship Advisors, LLC | 284,250 | $6,998,000 | 3.03% |
| ETF Store, Inc. | 131,806 | $3,245,000 | 2.83% |