WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,205 | -7.9% | 16,468 | -3.5% | 0.10% | -9.8% |
| Q2 2023 | $477,119 | +6.2% | 17,070 | +5.8% | 0.11% | -1.8% |
| Q1 2023 | $449,091 | +4.7% | 16,131 | +0.3% | 0.11% | -7.3% |
| Q4 2022 | $428,885 | +55.4% | 16,075 | +43.4% | 0.12% | +33.7% |
| Q3 2022 | $276,000 | -14.8% | 11,207 | -0.7% | 0.09% | -13.2% |
| Q2 2022 | $324,000 | -41.2% | 11,287 | -33.1% | 0.11% | -33.3% |
| Q1 2022 | $551,000 | – | 16,863 | – | 0.16% | – |
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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% |