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 | $68,116 | -52.8% | 2,554 | -50.5% | 0.00% | – |
| Q2 2023 | $144,166 | +14.1% | 5,158 | +13.7% | 0.00% | – |
| Q1 2023 | $126,311 | -50.9% | 4,537 | -53.0% | 0.00% | – |
| Q4 2022 | $257,355 | -86.6% | 9,646 | -87.7% | 0.00% | -100.0% |
| Q3 2022 | $1,924,000 | -42.6% | 78,137 | -33.1% | 0.00% | -50.0% |
| Q2 2022 | $3,350,000 | +13.1% | 116,781 | +28.8% | 0.01% | +20.0% |
| Q1 2022 | $2,961,000 | -6.1% | 90,679 | +5.9% | 0.01% | 0.0% |
| Q4 2021 | $3,155,000 | +5.6% | 85,628 | +7.0% | 0.01% | 0.0% |
| Q3 2021 | $2,988,000 | -8.6% | 80,060 | +3.0% | 0.01% | -16.7% |
| Q2 2021 | $3,269,000 | +33.6% | 77,701 | +29.3% | 0.01% | +20.0% |
| Q1 2021 | $2,446,000 | +29.8% | 60,107 | +26.6% | 0.01% | +25.0% |
| Q4 2020 | $1,884,000 | +82.4% | 47,484 | +54.7% | 0.00% | +33.3% |
| Q3 2020 | $1,033,000 | +25725.0% | 30,689 | +19699.4% | 0.00% | – |
| Q2 2019 | $4,000 | – | 155 | – | 0.00% | – |
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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% |