WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,569 | -4.6% | 10,745 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $300,323 | -58.1% | 10,745 | -58.3% | 0.11% | -61.3% |
| Q1 2023 | $717,047 | +4.3% | 25,756 | 0.0% | 0.27% | -2.5% |
| Q4 2022 | $687,170 | +8.4% | 25,756 | 0.0% | 0.28% | -3.8% |
| Q3 2022 | $634,000 | -14.2% | 25,756 | 0.0% | 0.29% | -9.9% |
| Q2 2022 | $739,000 | -12.1% | 25,756 | 0.0% | 0.32% | -4.1% |
| Q1 2022 | $841,000 | -11.4% | 25,756 | 0.0% | 0.34% | -12.2% |
| Q4 2021 | $949,000 | -1.2% | 25,756 | 0.0% | 0.38% | -7.7% |
| Q3 2021 | $961,000 | -11.3% | 25,756 | 0.0% | 0.42% | -14.7% |
| Q2 2021 | $1,084,000 | +3.4% | 25,756 | 0.0% | 0.49% | +17.3% |
| Q1 2021 | $1,048,000 | +8.7% | 25,756 | +5.9% | 0.42% | -18.2% |
| Q4 2020 | $964,000 | – | 24,311 | – | 0.51% | – |
Download | ||||||
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% |