WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,574,153 | -2.5% | 134,014 | +2.1% | 0.38% | -0.5% |
| Q2 2023 | $3,667,236 | +1.9% | 131,207 | +1.5% | 0.38% | -0.5% |
| Q1 2023 | $3,597,958 | +26.8% | 129,237 | +21.5% | 0.38% | +19.0% |
| Q4 2022 | $2,838,565 | +22.4% | 106,393 | +12.9% | 0.32% | +10.7% |
| Q3 2022 | $2,320,000 | +1.7% | 94,245 | +18.5% | 0.29% | +2.8% |
| Q2 2022 | $2,281,000 | -1.3% | 79,525 | +12.4% | 0.28% | +5.6% |
| Q1 2022 | $2,312,000 | -31.0% | 70,780 | -22.2% | 0.27% | -37.6% |
| Q4 2021 | $3,351,000 | -2.3% | 90,945 | -1.1% | 0.43% | -14.2% |
| Q3 2021 | $3,431,000 | +31.5% | 91,940 | +48.2% | 0.50% | +21.7% |
| Q2 2021 | $2,609,000 | +277.6% | 62,025 | +265.3% | 0.41% | +247.5% |
| Q1 2021 | $691,000 | – | 16,981 | – | 0.12% | – |
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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% |