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 | 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% |