WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $507,000 | -41.0% | 20,592 | -31.4% | 0.05% | -36.4% |
Q2 2022 | $860,000 | -15.9% | 29,997 | -4.1% | 0.08% | -1.3% |
Q1 2022 | $1,022,000 | -53.8% | 31,282 | -47.8% | 0.08% | -51.2% |
Q4 2021 | $2,210,000 | -9.6% | 59,978 | -8.5% | 0.16% | -15.3% |
Q3 2021 | $2,446,000 | -87.3% | 65,548 | -85.7% | 0.19% | -87.2% |
Q2 2021 | $19,326,000 | -20.6% | 459,392 | -23.2% | 1.47% | -28.5% |
Q1 2021 | $24,332,000 | +101.8% | 597,991 | +96.7% | 2.06% | +92.4% |
Q4 2020 | $12,060,000 | +198.7% | 303,991 | +153.4% | 1.07% | +177.5% |
Q3 2020 | $4,038,000 | -13.8% | 119,987 | -23.4% | 0.39% | -21.1% |
Q2 2020 | $4,684,000 | +146.7% | 156,623 | +101.4% | 0.49% | +103.8% |
Q1 2020 | $1,899,000 | -81.7% | 77,751 | -76.6% | 0.24% | -76.4% |
Q4 2019 | $10,355,000 | -8.8% | 331,692 | -19.3% | 1.02% | -10.1% |
Q3 2019 | $11,358,000 | -5.3% | 410,795 | -1.1% | 1.13% | -8.6% |
Q2 2019 | $11,991,000 | -9.4% | 415,332 | -9.5% | 1.24% | -12.6% |
Q1 2019 | $13,238,000 | +243.8% | 459,179 | +204.7% | 1.42% | +126.0% |
Q4 2018 | $3,851,000 | – | 150,677 | – | 0.63% | – |
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% |