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 | $200,878 | -80.1% | 7,532 | -79.1% | 0.11% | -82.6% |
| Q2 2023 | $1,009,051 | -3.5% | 36,102 | -3.9% | 0.64% | -6.3% |
| Q1 2023 | $1,045,531 | -0.6% | 37,555 | -4.8% | 0.69% | -3.8% |
| Q4 2022 | $1,052,000 | -7.6% | 39,428 | -14.7% | 0.71% | -22.8% |
| Q3 2022 | $1,138,000 | -16.3% | 46,221 | -2.4% | 0.92% | -19.3% |
| Q2 2022 | $1,359,000 | -27.0% | 47,371 | -16.9% | 1.14% | -15.7% |
| Q1 2022 | $1,861,000 | +13.1% | 56,976 | +27.6% | 1.36% | +12.1% |
| Q4 2021 | $1,646,000 | – | 44,656 | – | 1.21% | – |
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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% |