WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 265 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,212,496 | +12.4% | 398,710 | +8.1% | 2.00% | +6.9% |
| Q1 2024 | $10,862,974 | +4.5% | 368,736 | +2.4% | 1.87% | -6.7% |
| Q4 2023 | $10,398,731 | +16.5% | 360,067 | +7.6% | 2.00% | -2.1% |
| Q3 2023 | $8,928,364 | -0.3% | 334,772 | +4.5% | 2.05% | -4.2% |
| Q2 2023 | $8,953,006 | -0.2% | 320,322 | -0.6% | 2.14% | -2.3% |
| Q1 2023 | $8,973,004 | +15.1% | 322,306 | +10.3% | 2.19% | +6.8% |
| Q4 2022 | $7,792,670 | -4.9% | 292,079 | -12.3% | 2.05% | -23.0% |
| Q3 2022 | $8,196,000 | -12.7% | 332,909 | +1.8% | 2.66% | -16.6% |
| Q2 2022 | $9,383,000 | -14.3% | 327,154 | -2.4% | 3.19% | -1.7% |
| Q1 2022 | $10,944,000 | +1.4% | 335,090 | +14.4% | 3.24% | +0.2% |
| Q4 2021 | $10,790,000 | +24.6% | 292,798 | +26.2% | 3.24% | -0.3% |
| Q3 2021 | $8,657,000 | -3.5% | 231,973 | +8.8% | 3.25% | -7.7% |
| Q2 2021 | $8,972,000 | +12.5% | 213,269 | +8.8% | 3.52% | -1.8% |
| Q1 2021 | $7,976,000 | +9.0% | 196,012 | +6.3% | 3.58% | -7.1% |
| Q4 2020 | $7,316,000 | +38.2% | 184,427 | +17.3% | 3.86% | +12.7% |
| Q3 2020 | $5,292,000 | +35.4% | 157,166 | +20.3% | 3.42% | +23.2% |
| Q2 2020 | $3,908,000 | +388.5% | 130,647 | +298.7% | 2.78% | +292.1% |
| Q1 2020 | $800,000 | – | 32,770 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |