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 | $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 | 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% |