WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,484,916 | -0.9% | 130,668 | +3.9% | 0.03% | -2.9% |
| Q2 2023 | $3,515,327 | +87.7% | 125,772 | +86.9% | 0.04% | +75.0% |
| Q1 2023 | $1,872,973 | +11.4% | 67,276 | +6.7% | 0.02% | +33.3% |
| Q4 2022 | $1,681,881 | -99.9% | 63,039 | -69.4% | 0.02% | -44.4% |
| Q3 2022 | $2,542,540,000 | +57061.4% | 206,322 | +33.0% | 0.03% | -41.3% |
| Q2 2022 | $4,448,000 | +10.4% | 155,097 | +25.7% | 0.05% | +9.5% |
| Q1 2022 | $4,030,000 | +48.6% | 123,407 | +67.7% | 0.04% | +55.6% |
| Q4 2021 | $2,712,000 | -57.1% | 73,601 | -56.6% | 0.03% | -57.1% |
| Q3 2021 | $6,324,000 | +1.5% | 169,456 | +14.5% | 0.06% | -11.3% |
| Q2 2021 | $6,229,000 | +28.3% | 148,060 | +24.1% | 0.07% | +14.5% |
| Q1 2021 | $4,856,000 | +49.6% | 119,341 | +46.2% | 0.06% | +63.2% |
| Q4 2020 | $3,245,000 | – | 81,605 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |