WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,060,809 | -7.6% | 114,766 | -3.1% | 0.03% | -5.7% |
| Q2 2023 | $3,311,796 | -5.2% | 118,490 | -5.6% | 0.04% | -10.3% |
| Q1 2023 | $3,493,377 | -5.6% | 125,480 | -9.5% | 0.04% | -11.4% |
| Q4 2022 | $3,699,604 | +8.3% | 138,653 | -0.1% | 0.04% | -2.2% |
| Q3 2022 | $3,417,000 | -9.9% | 138,802 | +5.0% | 0.04% | -6.2% |
| Q2 2022 | $3,792,000 | -8.3% | 132,223 | +4.4% | 0.05% | +6.7% |
| Q1 2022 | $4,137,000 | -1.5% | 126,659 | +11.1% | 0.04% | 0.0% |
| Q4 2021 | $4,201,000 | +2.0% | 114,002 | +3.3% | 0.04% | -6.2% |
| Q3 2021 | $4,119,000 | -3.0% | 110,364 | +9.3% | 0.05% | -4.0% |
| Q2 2021 | $4,248,000 | +19.1% | 100,964 | +15.2% | 0.05% | +8.7% |
| Q1 2021 | $3,567,000 | +12.7% | 87,653 | +9.9% | 0.05% | -4.2% |
| Q4 2020 | $3,164,000 | +16.1% | 79,753 | -1.5% | 0.05% | +2.1% |
| Q3 2020 | $2,726,000 | +23.0% | 80,953 | +9.3% | 0.05% | +14.6% |
| Q2 2020 | $2,216,000 | – | 74,085 | – | 0.04% | – |
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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% |