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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,086 | -33.7% | 1,765 | -30.6% | 0.00% | – |
| Q2 2023 | $71,047 | -43.6% | 2,542 | -43.8% | 0.00% | – |
| Q1 2023 | $125,892 | +24730.8% | 4,522 | +23700.0% | 0.00% | – |
| Q4 2022 | $507 | -97.7% | 19 | -97.9% | 0.00% | – |
| Q3 2022 | $22,000 | -31.2% | 886 | -20.4% | 0.00% | – |
| Q2 2022 | $32,000 | -13.5% | 1,113 | -1.6% | 0.00% | – |
| Q1 2022 | $37,000 | -14.0% | 1,131 | -4.4% | 0.00% | – |
| Q4 2021 | $43,000 | -4.4% | 1,183 | -2.7% | 0.00% | – |
| Q3 2021 | $45,000 | -57.1% | 1,216 | -51.6% | 0.00% | – |
| Q2 2021 | $105,000 | +162.5% | 2,512 | +152.2% | 0.00% | – |
| Q1 2021 | $40,000 | -4.8% | 996 | -6.8% | 0.00% | – |
| Q4 2020 | $42,000 | +180.0% | 1,069 | +138.6% | 0.00% | – |
| Q3 2020 | $15,000 | +650.0% | 448 | +729.6% | 0.00% | – |
| Q4 2019 | $2,000 | +100.0% | 54 | -10.0% | 0.00% | – |
| Q3 2019 | $1,000 | – | 60 | +5900.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |