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 | $1,149,647 | +127.7% | 42,595 | +141.5% | 0.45% | +142.5% |
| Q2 2023 | $504,857 | -3.6% | 17,640 | -7.6% | 0.19% | -10.1% |
| Q1 2023 | $523,475 | -2.6% | 19,091 | +3.4% | 0.21% | -26.9% |
| Q4 2022 | $537,321 | +13.8% | 18,471 | -4.1% | 0.28% | +6.8% |
| Q3 2022 | $472,000 | -12.9% | 19,258 | +2.2% | 0.26% | -7.7% |
| Q2 2022 | $542,000 | -33.8% | 18,849 | -30.2% | 0.29% | -37.2% |
| Q1 2022 | $819,000 | -9.5% | 27,009 | +7.7% | 0.46% | -46.2% |
| Q4 2021 | $905,000 | +8.0% | 25,083 | +15.1% | 0.85% | +10.5% |
| Q3 2021 | $838,000 | -72.7% | 21,794 | -73.0% | 0.77% | +14.3% |
| Q2 2021 | $3,074,000 | -16.6% | 80,837 | -8.1% | 0.67% | -38.3% |
| Q1 2021 | $3,684,000 | -31.2% | 87,957 | -30.9% | 1.09% | -33.3% |
| Q4 2020 | $5,357,000 | +18.3% | 127,339 | -2.7% | 1.63% | -11.7% |
| Q3 2020 | $4,528,000 | – | 130,912 | – | 1.85% | – |
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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% |