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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,572,449 | +0.7% | 56,259 | +0.4% | 1.09% | +0.7% |
| Q1 2023 | $1,560,772 | -60.5% | 56,062 | -59.3% | 1.08% | -66.8% |
| Q2 2022 | $3,954,000 | -13.7% | 137,886 | -1.5% | 3.26% | +10.5% |
| Q1 2022 | $4,584,000 | -51.6% | 140,043 | -45.5% | 2.95% | -46.0% |
| Q4 2021 | $9,462,000 | +83.7% | 256,805 | +86.0% | 5.47% | +23.8% |
| Q3 2021 | $5,151,000 | +14.7% | 138,044 | +29.3% | 4.41% | -0.1% |
| Q2 2021 | $4,490,000 | +106.7% | 106,746 | +100.0% | 4.42% | +104.9% |
| Q1 2021 | $2,172,000 | -21.0% | 53,383 | -22.9% | 2.16% | -21.5% |
| Q4 2020 | $2,748,000 | – | 69,272 | – | 2.75% | – |
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% |