WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,334 | -99.0% | 125 | -98.7% | 0.00% | -97.7% |
| Q1 2022 | $321,000 | -73.9% | 9,834 | -70.5% | 0.04% | -71.2% |
| Q4 2021 | $1,230,000 | -52.2% | 33,370 | -51.6% | 0.15% | -56.2% |
| Q3 2021 | $2,574,000 | -18.2% | 68,975 | -7.8% | 0.35% | -17.7% |
| Q2 2021 | $3,146,000 | +8.3% | 74,772 | +4.7% | 0.42% | -0.9% |
| Q1 2021 | $2,906,000 | +5.6% | 71,430 | +2.9% | 0.43% | +2.9% |
| Q4 2020 | $2,753,000 | +693.4% | 69,395 | +574.3% | 0.42% | +593.3% |
| Q3 2020 | $347,000 | -74.8% | 10,291 | -81.7% | 0.06% | -79.2% |
| Q1 2020 | $1,377,000 | – | 56,388 | – | 0.29% | – |
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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% |