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 | $2,258,493 | -1.1% | 84,683 | +3.7% | 1.71% | +2.6% |
| Q2 2023 | $2,283,004 | +99.0% | 81,682 | +98.3% | 1.66% | +79.4% |
| Q1 2023 | $1,146,954 | +62.1% | 41,198 | +55.3% | 0.93% | +38.2% |
| Q4 2022 | $707,662 | +6.9% | 26,524 | -1.4% | 0.67% | -3.3% |
| Q3 2022 | $662,000 | -4.9% | 26,894 | +10.9% | 0.69% | +5.0% |
| Q2 2022 | $696,000 | +13.5% | 24,255 | +29.3% | 0.66% | +31.7% |
| Q1 2022 | $613,000 | +64.8% | 18,758 | +85.9% | 0.50% | +81.9% |
| Q4 2021 | $372,000 | – | 10,088 | – | 0.28% | – |
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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% |