WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $776,000 | +14.3% | 23,767 | +29.0% | 0.09% | +17.8% |
| Q4 2021 | $679,000 | -19.5% | 18,430 | -18.5% | 0.07% | -34.2% |
| Q3 2021 | $844,000 | -29.9% | 22,624 | -20.9% | 0.11% | -42.8% |
| Q2 2021 | $1,204,000 | +21.4% | 28,614 | +17.4% | 0.19% | -4.4% |
| Q1 2021 | $992,000 | -5.2% | 24,373 | -7.6% | 0.20% | -37.2% |
| Q4 2020 | $1,046,000 | – | 26,365 | – | 0.32% | – |
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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% |