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 | $1,506,000 | -4.0% | 56,461 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $1,568,000 | +105631.6% | 56,105 | +5.3% | 0.00% | 0.0% |
| Q1 2023 | $1,483 | -8.9% | 53,271 | -12.7% | 0.00% | -20.0% |
| Q4 2022 | $1,627 | -99.9% | 60,997 | +21.2% | 0.01% | 0.0% |
| Q3 2022 | $1,239,000 | -45.8% | 50,327 | -36.9% | 0.01% | -44.4% |
| Q2 2022 | $2,288,000 | -38.0% | 79,786 | -29.4% | 0.01% | -35.7% |
| Q1 2022 | $3,690,000 | +4.5% | 112,976 | +17.9% | 0.01% | -6.7% |
| Q4 2021 | $3,531,000 | – | 95,824 | – | 0.02% | – |
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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% |