WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 265 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,977,075 | +9.5% | 97,194 | +5.4% | 1.49% | +0.3% |
| Q1 2024 | $2,717,801 | +12.5% | 92,253 | +10.3% | 1.48% | -0.8% |
| Q4 2023 | $2,415,810 | +16.8% | 83,649 | +7.8% | 1.50% | +1.7% |
| Q3 2023 | $2,068,608 | -6.3% | 77,563 | -1.8% | 1.47% | -5.5% |
| Q2 2023 | $2,206,994 | -8.9% | 78,962 | -9.2% | 1.56% | -8.6% |
| Q1 2023 | $2,421,296 | +7.6% | 86,971 | +3.1% | 1.70% | -6.0% |
| Q4 2022 | $2,250,241 | +20.8% | 84,341 | +11.5% | 1.81% | +3.1% |
| Q3 2022 | $1,862,056 | -0.5% | 75,631 | +16.0% | 1.76% | -3.7% |
| Q2 2022 | $1,870,718 | +38.9% | 65,227 | +58.2% | 1.82% | +50.1% |
| Q1 2022 | $1,346,969 | +56.5% | 41,242 | +76.6% | 1.22% | +46.4% |
| Q4 2021 | $860,719 | – | 23,357 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 335,920 | $9,634,000 | 9.31% |
| ESL Trust Services, LLC | 711,577 | $20,408,000 | 7.06% |
| Melone Private Wealth, LLC | 227,763 | $6,539,000 | 5.54% |
| Castleview Partners, LLC | 130,668 | $4,889,631,000 | 3.89% |
| Legacy Financial Group LLC | 409,485 | $11,744,000 | 3.70% |
| TOMPKINS FINANCIAL CORP | 779,913 | $22,368,000 | 3.60% |
| Refined Wealth Management | 134,717 | $3,864,000 | 3.46% |
| WESCAP Management Group, Inc. | 351,625 | $10,084,000 | 3.45% |
| Beaumont Capital Management, LLC | 137,886 | $3,954,000 | 3.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 327,154 | $9,383,000 | 3.19% |