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 | $10,288,779 | -17.4% | 385,781 | -13.4% | 0.00% | 0.0% |
| Q2 2023 | $12,453,783 | +3.7% | 445,573 | +3.3% | 0.00% | 0.0% |
| Q1 2023 | $12,010,129 | +315457.8% | 431,398 | +202.4% | 0.00% | 0.0% |
| Q4 2022 | $3,806 | -87.3% | 142,638 | +13536.5% | 0.00% | – |
| Q2 2022 | $30,000 | -82.2% | 1,046 | -79.8% | 0.00% | – |
| Q1 2022 | $169,000 | -21.0% | 5,176 | -11.1% | 0.00% | – |
| Q4 2021 | $214,000 | +791.7% | 5,819 | +805.0% | 0.00% | – |
| Q3 2021 | $24,000 | -11.1% | 643 | 0.0% | 0.00% | – |
| Q2 2021 | $27,000 | +285.7% | 643 | +163.5% | 0.00% | – |
| Q2 2017 | $7,000 | – | 244 | – | 0.00% | – |
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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% |