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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $487,390 | +111.0% | 18,268 | +94.4% | 0.07% | -5.4% |
| Q3 2022 | $231,000 | -99.9% | 9,397 | -15.5% | 0.07% | -30.2% |
| Q2 2022 | $319,036,000 | +79262.2% | 11,124 | -9.7% | 0.11% | -2.8% |
| Q1 2022 | $402,000 | -45.8% | 12,319 | -38.0% | 0.11% | -58.7% |
| Q3 2021 | $742,000 | -33.2% | 19,880 | -24.7% | 0.26% | -37.3% |
| Q2 2021 | $1,110,000 | – | 26,386 | – | 0.42% | – |
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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% |