COMMONWEALTH EQUITY SERVICES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,309
-6.4%
199,060
-1.9%
0.01%
-8.3%
Q2 2023$5,670
-15.2%
202,876
-15.5%
0.01%
-14.3%
Q1 2023$6,683
-17.8%
240,072
-21.2%
0.01%
-30.0%
Q4 2022$8,129
-99.9%
304,694
-4.8%
0.02%0.0%
Q3 2022$7,882,000
-29.5%
320,152
-17.9%
0.02%
-31.0%
Q2 2022$11,187,000
-11.8%
390,063
+0.5%
0.03%0.0%
Q1 2022$12,681,000
-11.9%
388,287
-0.6%
0.03%
-9.4%
Q4 2021$14,394,000
-0.6%
390,637
+0.7%
0.03%
-11.1%
Q3 2021$14,477,000
-11.2%
387,925
+0.1%
0.04%
-12.2%
Q2 2021$16,302,000
+4.2%
387,499
+0.7%
0.04%
-6.8%
Q1 2021$15,651,000
+2.6%
384,658
+0.0%
0.04%
-4.3%
Q4 2020$15,254,000
+11.0%
384,530
-5.8%
0.05%
-2.1%
Q3 2020$13,742,000
+5.8%
408,166
-6.0%
0.05%
-4.1%
Q2 2020$12,986,000
+27.3%
434,188
+3.9%
0.05%
+2.1%
Q1 2020$10,205,000
-10.5%
417,935
+14.4%
0.05%
+11.6%
Q4 2019$11,402,000
+31.5%
365,227
+16.4%
0.04%
+16.2%
Q3 2019$8,673,000
+4.3%
313,701
+8.9%
0.04%0.0%
Q2 2019$8,317,000
+6.6%
288,100
+6.5%
0.04%
+2.8%
Q1 2019$7,802,000
+15.5%
270,621
+2.4%
0.04%0.0%
Q4 2018$6,757,000
+699.6%
264,386
+783.7%
0.04%
+800.0%
Q3 2018$845,000
+112.8%
29,918
+121.7%
0.00%
+100.0%
Q2 2018$397,000
+2.8%
13,497
+12.9%
0.00%0.0%
Q1 2018$386,00011,9540.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 352,050$8,667,0008.73%
ESL Trust Services, LLC 711,877$17,526,0006.51%
Melone Private Wealth, LLC 235,181$6,018,0005.26%
Legacy Financial Group LLC 436,470$10,746,0003.59%
TOMPKINS FINANCIAL CORP 801,204$19,726,0003.33%
WESCAP Management Group, Inc. 343,038$8,445,0003.23%
Amplius Wealth Advisors, LLC 706,392$17,391,0003.11%
Refined Wealth Management 139,239$3,428,0003.09%
Stewardship Advisors, LLC 284,250$6,998,0003.03%
ETF Store, Inc. 131,806$3,245,0002.83%
View complete list of WISDOMTREE TR shareholders