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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $9,117 | +0.3% | 326 | -0.3% | 0.00% | 0.0% |
| Q1 2023 | $9,091 | -47.6% | 327 | -49.7% | 0.00% | -33.3% |
| Q4 2022 | $17,348 | +8.4% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -11.1% | 650 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -14.3% | 644 | +1.3% | 0.00% | -25.0% |
| Q1 2022 | $21,000 | -8.7% | 636 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | -4.2% | 636 | +0.2% | 0.00% | -20.0% |
| Q3 2021 | $24,000 | -11.1% | 635 | +0.3% | 0.01% | -16.7% |
| Q2 2021 | $27,000 | – | 633 | – | 0.01% | – |
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% |