WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $57,438 | +4.3% | 2,063,150 | 0.0% | 1.27% | +3.7% |
| Q4 2022 | $55,045 | -99.9% | 2,063,150 | 0.0% | 1.22% | +6.8% |
| Q3 2022 | $50,795,000 | -14.2% | 2,063,150 | 0.0% | 1.15% | -13.0% |
| Q2 2022 | $59,171,000 | -12.2% | 2,063,150 | 0.0% | 1.32% | +12.3% |
| Q1 2022 | $67,382,000 | -11.4% | 2,063,150 | 0.0% | 1.18% | +60.1% |
| Q4 2021 | $76,027,000 | -1.3% | 2,063,150 | 0.0% | 0.73% | -9.4% |
| Q3 2021 | $76,997,000 | -11.3% | 2,063,150 | 0.0% | 0.81% | -11.0% |
| Q2 2021 | $86,797,000 | -22.8% | 2,063,150 | -25.4% | 0.91% | -19.8% |
| Q1 2021 | $112,472,000 | +2.6% | 2,764,120 | 0.0% | 1.13% | -12.4% |
| Q4 2020 | $109,653,000 | +73.8% | 2,764,120 | +47.5% | 1.30% | +47.7% |
| Q3 2020 | $63,102,000 | +12.6% | 1,874,120 | 0.0% | 0.88% | -3.6% |
| Q2 2020 | $56,055,000 | +22.5% | 1,874,120 | 0.0% | 0.91% | -14.4% |
| Q1 2020 | $45,766,000 | -21.8% | 1,874,120 | 0.0% | 1.06% | -5.8% |
| Q4 2019 | $58,510,000 | – | 1,874,120 | – | 1.13% | – |
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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% |