WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,427 | -60.7% | 353 | -58.9% | 0.01% | -61.1% |
| Q2 2023 | $24,013 | +5.5% | 859 | +5.0% | 0.02% | 0.0% |
| Q1 2023 | $22,771 | -91.1% | 818 | -91.5% | 0.02% | -92.0% |
| Q4 2022 | $256,663 | -0.9% | 9,620 | -8.4% | 0.22% | -8.2% |
| Q3 2022 | $259,000 | -43.7% | 10,503 | -34.5% | 0.24% | -42.5% |
| Q2 2022 | $460,000 | -15.1% | 16,040 | -3.4% | 0.42% | -1.2% |
| Q1 2022 | $542,000 | +26.3% | 16,598 | +42.5% | 0.43% | +23.3% |
| Q4 2021 | $429,000 | – | 11,647 | – | 0.35% | – |
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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% |