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 | $32,511 | -7.4% | 1,219 | -2.9% | 0.00% | 0.0% |
| Q2 2023 | $35,105 | -5.6% | 1,256 | -6.0% | 0.00% | 0.0% |
| Q1 2023 | $37,194 | -50.0% | 1,336 | -52.1% | 0.00% | -57.1% |
| Q4 2022 | $74,384 | -43.2% | 2,788 | -47.4% | 0.01% | -46.2% |
| Q3 2022 | $131,000 | -53.7% | 5,301 | -46.2% | 0.01% | -53.6% |
| Q2 2022 | $283,000 | -86.3% | 9,852 | -84.4% | 0.03% | -78.3% |
| Q1 2022 | $2,067,000 | -3.9% | 63,293 | +8.4% | 0.13% | -3.0% |
| Q4 2021 | $2,152,000 | -12.3% | 58,411 | -11.2% | 0.13% | -22.2% |
| Q3 2021 | $2,454,000 | -33.1% | 65,769 | -24.5% | 0.17% | -29.6% |
| Q2 2021 | $3,667,000 | +1.7% | 87,164 | -1.6% | 0.24% | -5.4% |
| Q1 2021 | $3,605,000 | +0.6% | 88,605 | -1.9% | 0.26% | -11.1% |
| Q4 2020 | $3,585,000 | +18.3% | 90,365 | +0.4% | 0.29% | +11.2% |
| Q3 2020 | $3,031,000 | +7.1% | 90,025 | -4.9% | 0.26% | +14.0% |
| Q2 2020 | $2,830,000 | +15622.2% | 94,619 | +12432.3% | 0.23% | +11300.0% |
| Q1 2020 | $18,000 | -66.0% | 755 | -55.8% | 0.00% | -50.0% |
| Q4 2019 | $53,000 | -80.7% | 1,710 | -82.4% | 0.00% | -88.6% |
| Q3 2018 | $275,000 | +183.5% | 9,733 | +194.0% | 0.04% | +169.2% |
| Q2 2018 | $97,000 | – | 3,310 | – | 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% |