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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,486,370 | +48.9% | 484,420 | +42.7% | 0.63% | +35.9% |
| Q4 2022 | $9,058,494 | +19.0% | 339,509 | +9.8% | 0.46% | +8.7% |
| Q3 2022 | $7,614,000 | +8.2% | 309,249 | +26.1% | 0.43% | +10.1% |
| Q2 2022 | $7,037,000 | +1.0% | 245,336 | +15.7% | 0.39% | -4.7% |
| Q1 2022 | $6,966,000 | +17.4% | 212,097 | +31.8% | 0.41% | +10.6% |
| Q4 2021 | $5,935,000 | -3.2% | 160,950 | -2.1% | 0.37% | -13.2% |
| Q3 2021 | $6,133,000 | +84.4% | 164,322 | +107.9% | 0.42% | +72.0% |
| Q2 2021 | $3,326,000 | – | 79,056 | – | 0.25% | – |
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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% |