WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,608,566 | -7.0% | 97,809 | -2.6% | 0.07% | -4.3% |
| Q2 2023 | $2,805,973 | +9.3% | 100,392 | +8.8% | 0.07% | +1.4% |
| Q1 2023 | $2,567,849 | +8.5% | 92,236 | +4.0% | 0.07% | +1.5% |
| Q4 2022 | $2,366,964 | -13.7% | 88,717 | -20.4% | 0.07% | -31.3% |
| Q3 2022 | $2,743,000 | -12.5% | 111,413 | +1.9% | 0.10% | -11.6% |
| Q2 2022 | $3,136,000 | -12.5% | 109,321 | -0.4% | 0.11% | -0.9% |
| Q1 2022 | $3,583,000 | -10.0% | 109,708 | +1.6% | 0.11% | -8.9% |
| Q4 2021 | $3,979,000 | +6.2% | 107,980 | +7.6% | 0.12% | -6.1% |
| Q3 2021 | $3,745,000 | -7.5% | 100,349 | +4.3% | 0.13% | -19.5% |
| Q2 2021 | $4,048,000 | +7.4% | 96,207 | +3.8% | 0.16% | -3.5% |
| Q1 2021 | $3,770,000 | +101.0% | 92,646 | +95.9% | 0.17% | +84.8% |
| Q4 2020 | $1,876,000 | – | 47,295 | – | 0.09% | – |
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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% |