WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,974 | -12.9% | 8,098 | -8.7% | 0.09% | -6.5% |
| Q2 2023 | $248,000 | +20.8% | 8,873 | +20.3% | 0.09% | +16.2% |
| Q1 2023 | $205,292 | -6.3% | 7,374 | -10.2% | 0.08% | -5.9% |
| Q4 2022 | $219,016 | -13.4% | 8,209 | -20.0% | 0.08% | -19.0% |
| Q3 2022 | $253,000 | -32.9% | 10,264 | -21.9% | 0.10% | -29.1% |
| Q2 2022 | $377,000 | -26.2% | 13,141 | -16.0% | 0.15% | -6.3% |
| Q1 2022 | $511,000 | -13.2% | 15,650 | -2.2% | 0.16% | -9.2% |
| Q4 2021 | $589,000 | -48.4% | 15,997 | -47.7% | 0.17% | -50.3% |
| Q3 2021 | $1,141,000 | -9.7% | 30,579 | -5.6% | 0.35% | -6.9% |
| Q2 2021 | $1,264,000 | +21.3% | 32,389 | +26.5% | 0.38% | +13.6% |
| Q1 2021 | $1,042,000 | +165.8% | 25,614 | +158.9% | 0.33% | +138.1% |
| Q4 2020 | $392,000 | +32.4% | 9,892 | +12.5% | 0.14% | +15.8% |
| Q3 2020 | $296,000 | +23.8% | 8,792 | +10.2% | 0.12% | +18.8% |
| Q2 2020 | $239,000 | – | 7,975 | – | 0.10% | – |
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% |