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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $254,859 | -16.0% | 8,825 | -22.4% | 0.04% | -24.1% |
| Q3 2023 | $303,380 | +622.4% | 11,375 | +656.8% | 0.05% | +315.4% |
| Q2 2023 | $41,999 | -87.7% | 1,503 | -87.8% | 0.01% | -78.0% |
| Q1 2023 | $341,894 | -56.0% | 12,281 | -54.8% | 0.06% | +9.3% |
| Q4 2022 | $777,562 | -26.7% | 27,159 | -30.3% | 0.05% | -29.9% |
| Q3 2022 | $1,061,000 | -91.8% | 38,941 | -90.8% | 0.08% | -91.4% |
| Q1 2022 | $12,885,000 | – | 424,550 | – | 0.89% | – |
Download | ||||||
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% |