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 | $304,875 | -46.3% | 11,431 | -43.7% | 0.04% | -46.1% |
| Q2 2023 | $567,883 | -55.0% | 20,318 | -55.2% | 0.08% | -58.0% |
| Q1 2023 | $1,262,657 | -2.8% | 45,354 | -6.8% | 0.18% | -12.6% |
| Q4 2022 | $1,298,677 | -92.5% | 48,676 | -93.1% | 0.21% | -93.3% |
| Q3 2022 | $17,391,000 | +861.4% | 706,392 | +1019.7% | 3.11% | +961.1% |
| Q2 2022 | $1,809,000 | -73.4% | 63,090 | -69.7% | 0.29% | -72.0% |
| Q1 2022 | $6,798,000 | -10.1% | 208,171 | +1.4% | 1.05% | +0.3% |
| Q4 2021 | $7,563,000 | – | 205,254 | – | 1.04% | – |
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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% |