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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $439,000 | -18.1% | 11,925 | -16.9% | 0.01% | -12.5% |
| Q3 2021 | $536,000 | +0.8% | 14,350 | +13.5% | 0.01% | 0.0% |
| Q2 2021 | $532,000 | -36.1% | 12,638 | -38.2% | 0.01% | -42.9% |
| Q1 2021 | $832,000 | -0.4% | 20,439 | -2.9% | 0.01% | -6.7% |
| Q4 2020 | $835,000 | +4.1% | 21,054 | -11.6% | 0.02% | -6.2% |
| Q3 2020 | $802,000 | -10.7% | 23,828 | -17.1% | 0.02% | -15.8% |
| Q4 2019 | $898,000 | -13.0% | 28,751 | -23.0% | 0.02% | -17.4% |
| Q3 2019 | $1,032,000 | -60.5% | 37,329 | -58.7% | 0.02% | -61.0% |
| Q2 2019 | $2,611,000 | +0.3% | 90,433 | +0.1% | 0.06% | -4.8% |
| Q1 2019 | $2,604,000 | +12.8% | 90,308 | +0.0% | 0.06% | -4.6% |
| Q4 2018 | $2,308,000 | +317.4% | 90,307 | +361.6% | 0.06% | +364.3% |
| Q3 2018 | $553,000 | – | 19,566 | – | 0.01% | – |
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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% |