WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,133 | -48.1% | 80 | -45.6% | 0.00% | 0.0% |
| Q2 2023 | $4,109 | +0.4% | 147 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,092 | +4.3% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,922 | -69.8% | 147 | -72.9% | 0.00% | -80.0% |
| Q3 2022 | $13,000 | -35.0% | 543 | -23.3% | 0.01% | -28.6% |
| Q2 2022 | $20,000 | -47.4% | 708 | -39.8% | 0.01% | -41.7% |
| Q1 2022 | $38,000 | -26.9% | 1,177 | -16.5% | 0.01% | -25.0% |
| Q4 2021 | $52,000 | -47.5% | 1,410 | -47.0% | 0.02% | -51.5% |
| Q3 2021 | $99,000 | -40.7% | 2,660 | -32.8% | 0.03% | -38.9% |
| Q2 2021 | $167,000 | -67.8% | 3,959 | -68.9% | 0.05% | -70.3% |
| Q1 2021 | $519,000 | -57.7% | 12,749 | -58.8% | 0.18% | -61.1% |
| Q4 2020 | $1,226,000 | – | 30,917 | – | 0.47% | – |
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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% |