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 | $841,465 | -14.8% | 31,551 | -10.7% | 0.82% | -12.3% |
| Q2 2023 | $987,278 | -3.6% | 35,323 | -3.9% | 0.94% | -8.8% |
| Q1 2023 | $1,023,649 | -38.5% | 36,769 | -41.1% | 1.03% | -43.2% |
| Q4 2022 | $1,665,712 | +20.6% | 62,433 | +11.3% | 1.81% | +12.8% |
| Q3 2022 | $1,381,000 | -17.0% | 56,097 | -3.4% | 1.60% | -13.1% |
| Q2 2022 | $1,664,000 | -11.9% | 58,051 | +0.3% | 1.84% | +60.3% |
| Q1 2022 | $1,889,000 | -5.3% | 57,852 | +9.2% | 1.15% | -34.7% |
| Q4 2021 | $1,995,000 | – | 52,958 | – | 1.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |