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 | $6,353 | -4.4% | 238 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $6,642 | -44.5% | 238 | -44.7% | 0.00% | -50.0% |
| Q1 2023 | $11,971 | -24.6% | 430 | -27.7% | 0.01% | -33.3% |
| Q4 2022 | $15,875 | +5.8% | 595 | +0.7% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -11.8% | 591 | +0.3% | 0.01% | -18.2% |
| Q2 2022 | $17,000 | -10.5% | 589 | +0.2% | 0.01% | +22.2% |
| Q1 2022 | $19,000 | +46.2% | 588 | +67.0% | 0.01% | +50.0% |
| Q4 2021 | $13,000 | 0.0% | 352 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $13,000 | +225.0% | 352 | +282.6% | 0.01% | +300.0% |
| Q2 2021 | $4,000 | – | 92 | – | 0.00% | – |
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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% |