WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
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% | – |
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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% |