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 | $36,675,596 | -52.1% | 1,363,431 | -50.6% | 0.59% | -3.4% |
Q2 2023 | $76,646,192 | +108.0% | 2,761,724 | +106.9% | 0.62% | -3.3% |
Q1 2023 | $36,857,710 | +2.0% | 1,334,592 | +0.5% | 0.64% | +2.6% |
Q4 2022 | $36,132,839 | -6.8% | 1,328,202 | -14.9% | 0.62% | -9.2% |
Q3 2022 | $38,785,000 | -15.9% | 1,560,259 | -3.0% | 0.68% | -13.3% |
Q2 2022 | $46,136,000 | -30.3% | 1,608,650 | -20.7% | 0.79% | -19.8% |
Q1 2022 | $66,225,000 | -8.5% | 2,027,698 | +3.4% | 0.98% | -16.7% |
Q4 2021 | $72,355,000 | +0.8% | 1,961,468 | +2.0% | 1.18% | +0.2% |
Q3 2021 | $71,782,000 | +14372.2% | 1,923,420 | +16202.9% | 1.18% | +19516.7% |
Q2 2021 | $496,000 | +106.7% | 11,798 | +100.0% | 0.01% | -14.3% |
Q1 2021 | $240,000 | – | 5,899 | – | 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% |