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 | $346,343 | +3.4% | 12,986 | +8.4% | 0.03% | 0.0% |
| Q2 2023 | $334,908 | -13.0% | 11,982 | -13.4% | 0.03% | -19.4% |
| Q1 2023 | $385,090 | +2.2% | 13,832 | -2.1% | 0.04% | -7.7% |
| Q4 2022 | $376,932 | -56.2% | 14,127 | -59.7% | 0.04% | -20.4% |
| Q3 2022 | $861,000 | -20.6% | 35,046 | -7.5% | 0.05% | -21.0% |
| Q2 2022 | $1,085,000 | -17.3% | 37,875 | -5.7% | 0.06% | -3.1% |
| Q1 2022 | $1,312,000 | +30.8% | 40,159 | +47.9% | 0.06% | -35.4% |
| Q4 2021 | $1,003,000 | -26.8% | 27,155 | -16.5% | 0.10% | -29.8% |
| Q2 2021 | $1,371,000 | +134.8% | 32,535 | +126.6% | 0.14% | +78.5% |
| Q1 2021 | $584,000 | +17.7% | 14,359 | +14.7% | 0.08% | +8.2% |
| Q4 2020 | $496,000 | +51.7% | 12,514 | +28.9% | 0.07% | +37.7% |
| Q3 2020 | $327,000 | – | 9,706 | – | 0.05% | – |
Download | ||||||
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% |