WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 85 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,070 | +3.4% | 152,590 | +8.3% | 0.02% | +5.6% |
Q2 2023 | $3,937 | -7.0% | 140,852 | -7.4% | 0.02% | -14.3% |
Q1 2023 | $4,234 | -9.6% | 152,101 | -13.4% | 0.02% | -12.5% |
Q4 2022 | $4,686 | -99.9% | 175,626 | -10.4% | 0.02% | -11.1% |
Q3 2022 | $4,827,000 | -23.5% | 196,075 | -10.8% | 0.03% | -20.6% |
Q2 2022 | $6,307,000 | -28.1% | 219,909 | -18.1% | 0.03% | -15.0% |
Q1 2022 | $8,771,000 | -5.1% | 268,540 | +7.1% | 0.04% | -2.4% |
Q4 2021 | $9,240,000 | -1.3% | 250,748 | -0.0% | 0.04% | -10.9% |
Q3 2021 | $9,361,000 | -26.4% | 250,839 | -17.0% | 0.05% | -24.6% |
Q2 2021 | $12,719,000 | +16.4% | 302,333 | +12.6% | 0.06% | +3.4% |
Q1 2021 | $10,930,000 | +0.4% | 268,605 | -2.1% | 0.06% | -7.8% |
Q4 2020 | $10,883,000 | +100.6% | 274,337 | +70.2% | 0.06% | +73.0% |
Q3 2020 | $5,426,000 | +104.7% | 161,150 | +81.8% | 0.04% | +85.0% |
Q2 2020 | $2,651,000 | +47.5% | 88,621 | +20.4% | 0.02% | +17.6% |
Q1 2020 | $1,797,000 | -31.2% | 73,580 | -12.0% | 0.02% | -15.0% |
Q4 2019 | $2,611,000 | +274.1% | 83,643 | +231.3% | 0.02% | +233.3% |
Q3 2019 | $698,000 | +37.9% | 25,245 | +43.9% | 0.01% | +20.0% |
Q2 2019 | $506,000 | +43.3% | 17,543 | +43.1% | 0.01% | +66.7% |
Q1 2019 | $353,000 | +47.1% | 12,260 | +30.8% | 0.00% | 0.0% |
Q4 2018 | $240,000 | – | 9,376 | – | 0.00% | – |
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% |