WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $12,168,000 | +13.0% | 289,231 | +9.3% | 6.33% | +5.7% |
| Q1 2021 | $10,770,000 | +54.6% | 264,680 | +50.7% | 5.99% | +47.3% |
| Q4 2020 | $6,967,000 | -21.2% | 175,634 | -36.7% | 4.07% | -27.6% |
| Q3 2020 | $8,846,000 | +123.4% | 277,510 | +109.6% | 5.62% | +98.0% |
| Q2 2020 | $3,960,000 | +14.5% | 132,397 | -6.5% | 2.84% | -9.6% |
| Q1 2020 | $3,459,000 | -15.2% | 141,642 | +8.4% | 3.14% | +7.7% |
| Q4 2019 | $4,080,000 | – | 130,695 | – | 2.92% | – |
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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% |