WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 224 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $731,000 | +7.3% | 23,452 | -4.8% | 0.01% | 0.0% |
| Q3 2019 | $681,000 | -9.6% | 24,639 | -5.4% | 0.01% | 0.0% |
| Q2 2019 | $753,000 | +3.2% | 26,038 | +3.0% | 0.01% | -16.7% |
| Q1 2019 | $730,000 | +3218.2% | 25,274 | +2859.5% | 0.01% | – |
| Q4 2018 | $22,000 | -21.4% | 854 | -14.3% | 0.00% | – |
| Q3 2018 | $28,000 | +75.0% | 996 | +91.9% | 0.00% | – |
| Q2 2018 | $16,000 | 0.0% | 519 | 0.0% | 0.00% | – |
| Q1 2018 | $16,000 | – | 519 | +6387.5% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 8 | -99.9% | 0.00% | -100.0% |
| Q3 2017 | $207,000 | – | 7,009 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 406,034 | $11,303,979 | 8.05% |
| ESL Trust Services, LLC | 710,287 | $19,774,389 | 6.40% |
| Stewardship Advisors, LLC | 487,839 | $13,581,435 | 5.22% |
| Legacy Financial Group LLC | 580,154 | $16,151,489 | 4.42% |
| ShoreHaven Wealth Partners, LLC | 200,183 | $5,573,100 | 3.91% |
| Refined Wealth Management | 147,555 | $4,107,922 | 3.63% |
| Melone Private Wealth, LLC | 152,590 | $4,203,846 | 3.21% |
| Elwood & Goetz Wealth Advisory Group, LLC | 438,654 | $12,212,123 | 2.92% |
| Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $134,232 | 2.75% |
| ETF Store, Inc. | 133,852 | $3,569,836 | 2.72% |