WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,200,000 | -2.8% | 44,977 | +1.8% | 0.18% | +23.8% |
| Q2 2023 | $1,235,000 | +6.7% | 44,175 | +6.3% | 0.14% | -0.7% |
| Q1 2023 | $1,157,000 | +6.6% | 41,559 | +2.2% | 0.14% | -7.7% |
| Q4 2022 | $1,085,000 | +17.8% | 40,649 | +8.7% | 0.16% | -0.6% |
| Q3 2022 | $921,000 | -5.2% | 37,405 | +25.7% | 0.16% | +0.6% |
| Q1 2022 | $972,000 | +3.2% | 29,750 | +16.4% | 0.16% | +7.6% |
| Q4 2021 | $942,000 | -6.5% | 25,562 | -5.3% | 0.14% | -11.6% |
| Q3 2021 | $1,007,000 | -6.4% | 26,987 | +5.5% | 0.16% | +2.5% |
| Q2 2021 | $1,076,000 | +13.0% | 25,584 | +9.4% | 0.16% | -1.2% |
| Q1 2021 | $952,000 | – | 23,390 | – | 0.16% | – |
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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% |