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 2022 | $16,938,000 | -12.0% | 687,972 | +2.5% | 1.22% | -11.9% |
| Q2 2022 | $19,248,000 | -13.2% | 671,120 | -1.2% | 1.38% | +4.5% |
| Q1 2022 | $22,175,000 | -16.3% | 678,951 | -5.5% | 1.32% | -9.7% |
| Q4 2021 | $26,483,000 | +4.0% | 718,662 | +5.3% | 1.47% | -7.0% |
| Q3 2021 | $25,467,000 | -11.8% | 682,407 | -0.5% | 1.58% | -9.3% |
| Q2 2021 | $28,862,000 | +3.3% | 686,055 | -0.1% | 1.74% | -4.9% |
| Q1 2021 | $27,942,000 | +4.9% | 686,701 | +2.3% | 1.83% | -3.2% |
| Q4 2020 | $26,629,000 | +18.9% | 671,272 | +0.9% | 1.89% | +4.1% |
| Q3 2020 | $22,399,000 | +11.2% | 665,240 | -1.2% | 1.82% | -8.7% |
| Q2 2020 | $20,137,000 | +150.8% | 673,252 | +104.7% | 1.99% | +116.2% |
| Q1 2020 | $8,030,000 | – | 328,826 | – | 0.92% | – |
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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% |