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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,054,210 | -27.6% | 39,528 | -24.1% | 0.16% | -16.0% |
| Q2 2023 | $1,455,873 | -27.5% | 52,088 | -27.8% | 0.19% | -28.8% |
| Q1 2023 | $2,007,551 | -7.2% | 72,110 | -11.0% | 0.26% | -12.0% |
| Q4 2022 | $2,162,157 | -16.1% | 81,040 | -22.6% | 0.30% | -27.7% |
| Q3 2022 | $2,576,000 | -29.6% | 104,636 | -18.0% | 0.42% | -26.0% |
| Q2 2022 | $3,661,000 | -38.7% | 127,633 | -30.2% | 0.56% | -30.2% |
| Q1 2022 | $5,971,000 | -25.9% | 182,810 | -16.4% | 0.80% | -24.9% |
| Q4 2021 | $8,061,000 | +7.9% | 218,752 | +14.2% | 1.07% | +6.2% |
| Q3 2021 | $7,470,000 | +2317.5% | 191,490 | +2510.6% | 1.01% | +2300.0% |
| Q2 2021 | $309,000 | – | 7,335 | – | 0.04% | – |
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% |