WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 246 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $273,000 | -86.7% | 11,087 | -84.6% | 0.30% | -85.8% |
| Q2 2022 | $2,058,000 | -10.6% | 71,768 | +1.9% | 2.08% | +2.0% |
| Q1 2022 | $2,301,000 | -4.7% | 70,460 | +7.5% | 2.04% | -2.1% |
| Q4 2021 | $2,415,000 | +10.3% | 65,540 | +11.8% | 2.09% | -1.0% |
| Q3 2021 | $2,189,000 | +43.8% | 58,647 | +62.2% | 2.11% | +41.4% |
| Q2 2021 | $1,522,000 | +4.0% | 36,167 | +0.6% | 1.49% | -4.5% |
| Q1 2021 | $1,463,000 | -34.8% | 35,944 | -36.5% | 1.56% | -18.6% |
| Q4 2020 | $2,244,000 | – | 56,566 | – | 1.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 335,920 | $9,634,000 | 9.31% |
| ESL Trust Services, LLC | 711,577 | $20,408,000 | 7.06% |
| Melone Private Wealth, LLC | 227,763 | $6,539,000 | 5.54% |
| Castleview Partners, LLC | 130,668 | $4,889,631,000 | 3.89% |
| Legacy Financial Group LLC | 409,485 | $11,744,000 | 3.70% |
| TOMPKINS FINANCIAL CORP | 779,913 | $22,368,000 | 3.60% |
| Refined Wealth Management | 134,717 | $3,864,000 | 3.46% |
| WESCAP Management Group, Inc. | 351,625 | $10,084,000 | 3.45% |
| Beaumont Capital Management, LLC | 137,886 | $3,954,000 | 3.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 327,154 | $9,383,000 | 3.19% |