WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,588,060 | +15.2% | 59,544 | +20.7% | 0.77% | -4.4% |
| Q2 2023 | $1,378,285 | +54.7% | 49,312 | +54.0% | 0.80% | +46.4% |
| Q1 2023 | $890,849 | +15.1% | 32,016 | +10.4% | 0.55% | +9.2% |
| Q4 2022 | $774,024 | +23.1% | 29,011 | +13.5% | 0.50% | +20.1% |
| Q3 2022 | $629,000 | -0.9% | 25,566 | +15.5% | 0.42% | +6.9% |
| Q2 2022 | $635,000 | +21.2% | 22,134 | +38.0% | 0.39% | +8.0% |
| Q1 2022 | $524,000 | +4.0% | 16,036 | +17.3% | 0.36% | +11.4% |
| Q4 2021 | $504,000 | – | 13,675 | – | 0.32% | – |
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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% |