CoreCap Advisors, LLC - WISDOMTREE TR ownership

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
CoreCap Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$667,641
+113831.9%
25,024
+5.2%
0.05%
-2.0%
Q3 2022$586
-99.9%
23,792
-8.9%
0.05%
-15.5%
Q2 2022$749,000
-41.7%
26,106
-33.6%
0.06%
-34.8%
Q1 2022$1,284,000
-23.0%
39,301
-13.2%
0.09%
-19.8%
Q4 2021$1,668,00045,2550.11%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 421,233$11,234,2887.43%
ESL Trust Services, LLC 772,118$20,592,3876.56%
Legacy Financial Group LLC 588,118$15,685,108,0003.69%
Refined Wealth Management 152,338$4,062,8773.65%
Michael S. Ryan, Inc. 147,531$3,806,3003.63%
Melone Private Wealth, LLC 173,117$4,617,0423.30%
Elwood & Goetz Wealth Advisory Group, LLC 428,408$11,425,6502.65%
Harel Insurance Investments & Financial Services Ltd. 4,821,546$128,5912.54%
Vertex Planning Partners, LLC 260,953$6,959,6242.40%
Rise Advisors, LLC 107,575$2,869,0212.27%
View complete list of WISDOMTREE TR shareholders