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 2023 | $6,075,320 | +28.9% | 218,223 | +14.0% | 1.26% | -11.7% |
Q3 2022 | $4,715,000 | -2.3% | 191,495 | +13.8% | 1.42% | -5.6% |
Q2 2022 | $4,827,000 | -3.4% | 168,321 | +10.1% | 1.51% | +28.3% |
Q1 2022 | $4,995,000 | -15.8% | 152,947 | -5.0% | 1.18% | -14.8% |
Q4 2021 | $5,935,000 | -0.9% | 161,045 | +0.3% | 1.38% | -3.3% |
Q3 2021 | $5,991,000 | +20.0% | 160,532 | +35.3% | 1.43% | +7.0% |
Q2 2021 | $4,991,000 | – | 118,627 | – | 1.33% | – |
Download |
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% |