WADDELL & ASSOCIATES, LLC - WISDOMTREE TR ownership

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
WADDELL & ASSOCIATES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$201,000
-14.5%
8,181
+0.0%
0.04%
-18.8%
Q2 2022$235,000
-79.5%
8,180
-76.7%
0.05%
-73.9%
Q1 2022$1,145,000
-16.8%
35,046
-6.1%
0.18%
-15.6%
Q4 2021$1,376,000
-39.2%
37,334
-38.4%
0.22%
-43.4%
Q3 2021$2,262,000
-12.6%
60,624
-1.4%
0.38%
-2.0%
Q2 2021$2,587,000
-90.9%
61,488
-91.2%
0.39%
-93.3%
Q1 2021$28,492,000
+5.3%
700,231
+2.6%
5.85%
-5.6%
Q4 2020$27,067,000
+19.0%
682,297
+1.0%
6.19%
+0.4%
Q3 2020$22,754,000
+13.5%
675,784
+0.9%
6.17%
+3.4%
Q2 2020$20,041,000
+191.1%
670,049
+137.7%
5.97%
+117.9%
Q1 2020$6,885,000281,9452.74%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 352,050$8,667,0008.73%
ESL Trust Services, LLC 711,877$17,526,0006.51%
Melone Private Wealth, LLC 235,181$6,018,0005.26%
Legacy Financial Group LLC 436,470$10,746,0003.59%
TOMPKINS FINANCIAL CORP 801,204$19,726,0003.33%
WESCAP Management Group, Inc. 343,038$8,445,0003.23%
Amplius Wealth Advisors, LLC 706,392$17,391,0003.11%
Refined Wealth Management 139,239$3,428,0003.09%
Stewardship Advisors, LLC 284,250$6,998,0003.03%
ETF Store, Inc. 131,806$3,245,0002.83%
View complete list of WISDOMTREE TR shareholders