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 2023 | $48,257 | -4.6% | 1,809,401 | 0.0% | 0.67% | +11.4% |
Q2 2023 | $50,573 | -0.9% | 1,809,401 | -1.3% | 0.60% | -20.9% |
Q1 2023 | $51,027 | -1.1% | 1,832,861 | -5.2% | 0.76% | -1.3% |
Q4 2022 | $51,569 | -99.9% | 1,932,861 | 0.0% | 0.77% | +18.5% |
Q3 2022 | $47,587,000 | -14.2% | 1,932,861 | 0.0% | 0.65% | -11.5% |
Q2 2022 | $55,434,000 | -12.2% | 1,932,861 | 0.0% | 0.74% | +10.8% |
Q1 2022 | $63,127,000 | -11.4% | 1,932,861 | 0.0% | 0.67% | -13.6% |
Q4 2021 | $71,226,000 | -1.3% | 1,932,861 | 0.0% | 0.77% | -6.4% |
Q3 2021 | $72,134,000 | -36.3% | 1,932,861 | -28.1% | 0.82% | -36.3% |
Q2 2021 | $113,162,000 | -32.5% | 2,689,861 | -34.7% | 1.29% | -33.3% |
Q1 2021 | $167,653,000 | +106.3% | 4,120,261 | +87.9% | 1.94% | +75.5% |
Q4 2020 | $81,271,000 | +9.7% | 2,192,700 | -0.3% | 1.10% | -11.6% |
Q3 2020 | $74,074,000 | +12.6% | 2,200,000 | 0.0% | 1.25% | -4.1% |
Q2 2020 | $65,802,000 | +22.5% | 2,200,000 | 0.0% | 1.30% | -2.9% |
Q1 2020 | $53,724,000 | -97.6% | 2,200,000 | +3103.1% | 1.34% | -43.1% |
Q4 2019 | $2,200,000,000 | – | 68,684 | – | 2.36% | – |
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% |