WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $484,834 | -9.5% | 18,179 | -5.2% | 0.14% | -4.9% |
| Q2 2023 | $535,998 | -30.9% | 19,177 | -31.2% | 0.14% | -34.0% |
| Q1 2023 | $775,875 | -21.7% | 27,869 | -25.0% | 0.22% | -26.4% |
| Q4 2022 | $991,322 | +89.5% | 37,156 | +74.9% | 0.29% | +67.8% |
| Q3 2022 | $523,000 | -49.5% | 21,247 | -41.2% | 0.17% | -48.7% |
| Q2 2022 | $1,036,000 | +1104.7% | 36,117 | +1277.5% | 0.34% | +1155.6% |
| Q1 2022 | $86,000 | -70.6% | 2,622 | -67.1% | 0.03% | -71.3% |
| Q4 2021 | $293,000 | +14.0% | 7,963 | +16.1% | 0.09% | +3.3% |
| Q3 2021 | $257,000 | +1411.8% | 6,861 | +1187.2% | 0.09% | +727.3% |
| Q4 2019 | $17,000 | – | 533 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |