WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,778,259 | -24.6% | 141,667 | -21.0% | 0.14% | -22.1% |
| Q2 2023 | $5,009,255 | -25.5% | 179,222 | -25.8% | 0.18% | -31.2% |
| Q1 2023 | $6,720,799 | -17.4% | 241,408 | -20.8% | 0.26% | -19.6% |
| Q4 2022 | $8,133,718 | -8.4% | 304,862 | -15.5% | 0.33% | -15.3% |
| Q3 2022 | $8,880,000 | -29.9% | 360,678 | -18.4% | 0.39% | -29.3% |
| Q2 2022 | $12,672,000 | -15.0% | 441,824 | -3.2% | 0.55% | -3.5% |
| Q1 2022 | $14,906,000 | -14.5% | 456,391 | -3.6% | 0.57% | -10.9% |
| Q4 2021 | $17,442,000 | -8.4% | 473,331 | -7.2% | 0.64% | -18.1% |
| Q3 2021 | $19,036,000 | -9.9% | 510,063 | +1.6% | 0.78% | -9.3% |
| Q2 2021 | $21,125,000 | +6.1% | 502,138 | +2.6% | 0.85% | -2.4% |
| Q1 2021 | $19,909,000 | +5.0% | 489,296 | +2.4% | 0.88% | +1.6% |
| Q4 2020 | $18,954,000 | +24.7% | 477,789 | +5.9% | 0.86% | +16.5% |
| Q3 2020 | $15,198,000 | +17.0% | 451,381 | +4.0% | 0.74% | +5.7% |
| Q2 2020 | $12,987,000 | – | 434,193 | – | 0.70% | – |
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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% |