WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,323,354 | +7.0% | 124,610 | +12.2% | 0.00% | 0.0% |
| Q2 2023 | $3,105,220 | -1.7% | 111,099 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $3,158,720 | -19.6% | 113,460 | -22.9% | 0.00% | -25.0% |
| Q4 2022 | $3,928,154 | +1.3% | 147,232 | -6.5% | 0.00% | 0.0% |
| Q3 2022 | $3,879,000 | -65.3% | 157,550 | -59.5% | 0.00% | -63.6% |
| Q2 2022 | $11,168,000 | -18.4% | 389,405 | -7.1% | 0.01% | -8.3% |
| Q1 2022 | $13,693,000 | -0.0% | 419,266 | +12.8% | 0.01% | +9.1% |
| Q4 2021 | $13,698,000 | -27.7% | 371,717 | -26.8% | 0.01% | -35.3% |
| Q3 2021 | $18,957,000 | +0.0% | 507,963 | +12.7% | 0.02% | 0.0% |
| Q2 2021 | $18,954,000 | +11.1% | 450,531 | +7.5% | 0.02% | 0.0% |
| Q1 2021 | $17,061,000 | +53.9% | 419,282 | +50.0% | 0.02% | +41.7% |
| Q4 2020 | $11,087,000 | +69.3% | 279,471 | +43.7% | 0.01% | +50.0% |
| Q3 2020 | $6,548,000 | +56.3% | 194,479 | +38.9% | 0.01% | +33.3% |
| Q2 2020 | $4,189,000 | +10.5% | 140,048 | -9.8% | 0.01% | 0.0% |
| Q1 2020 | $3,790,000 | -27.9% | 155,199 | -7.8% | 0.01% | -14.3% |
| Q4 2019 | $5,256,000 | – | 168,363 | – | 0.01% | – |
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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% |