WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,323 | -38.3% | 687 | -35.3% | 0.00% | -33.3% |
| Q2 2023 | $29,683 | +0.4% | 1,062 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $29,567 | +4.4% | 1,062 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $28,334 | +9.0% | 1,062 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $26,000 | -13.3% | 1,062 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $30,000 | -89.5% | 1,062 | -87.9% | 0.01% | -87.0% |
| Q1 2022 | $287,000 | -73.3% | 8,787 | -69.9% | 0.05% | -70.0% |
| Q4 2021 | $1,076,000 | -6.0% | 29,187 | -4.9% | 0.18% | -14.7% |
| Q3 2021 | $1,145,000 | -5.4% | 30,677 | +6.7% | 0.21% | -7.0% |
| Q2 2021 | $1,210,000 | +19.6% | 28,757 | +15.6% | 0.23% | +11.8% |
| Q1 2021 | $1,012,000 | – | 24,870 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 421,233 | $11,234,288 | 7.43% |
| ESL Trust Services, LLC | 772,118 | $20,592,387 | 6.56% |
| Legacy Financial Group LLC | 588,118 | $15,685,108,000 | 3.69% |
| Refined Wealth Management | 152,338 | $4,062,877 | 3.65% |
| Michael S. Ryan, Inc. | 147,531 | $3,806,300 | 3.63% |
| Melone Private Wealth, LLC | 173,117 | $4,617,042 | 3.30% |
| Elwood & Goetz Wealth Advisory Group, LLC | 428,408 | $11,425,650 | 2.65% |
| Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $128,591 | 2.54% |
| Vertex Planning Partners, LLC | 260,953 | $6,959,624 | 2.40% |
| Rise Advisors, LLC | 107,575 | $2,869,021 | 2.27% |