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 | $352 | -17.9% | 13,186 | -14.1% | 0.00% | 0.0% |
| Q2 2023 | $429 | -2.7% | 15,342 | -3.1% | 0.00% | -50.0% |
| Q1 2023 | $441 | -3.1% | 15,831 | -7.2% | 0.00% | 0.0% |
| Q4 2022 | $455 | -99.9% | 17,062 | -6.7% | 0.00% | 0.0% |
| Q3 2022 | $450,000 | -23.6% | 18,291 | -10.0% | 0.00% | -33.3% |
| Q2 2022 | $589,000 | -31.0% | 20,333 | -22.3% | 0.00% | -25.0% |
| Q1 2022 | $854,000 | -2.3% | 26,159 | +10.3% | 0.00% | +33.3% |
| Q4 2021 | $874,000 | -39.6% | 23,725 | -38.8% | 0.00% | -50.0% |
| Q3 2021 | $1,447,000 | -82.1% | 38,770 | -79.8% | 0.01% | -83.3% |
| Q2 2021 | $8,063,000 | -26.2% | 191,652 | -28.7% | 0.04% | -32.1% |
| Q1 2021 | $10,930,000 | +2592.1% | 268,618 | +2524.2% | 0.05% | +2550.0% |
| Q4 2020 | $406,000 | – | 10,236 | – | 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% |