WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $734,839 | -18.9% | 27,553 | -15.0% | 0.00% | – |
| Q2 2023 | $906,084 | +45.5% | 32,418 | +38.9% | 0.00% | – |
| Q4 2022 | $622,791 | -87.7% | 23,343 | -86.7% | 0.00% | -100.0% |
| Q2 2022 | $5,048,000 | -34.1% | 175,994 | -24.9% | 0.00% | 0.0% |
| Q1 2022 | $7,657,000 | -74.8% | 234,436 | -71.6% | 0.00% | 0.0% |
| Q4 2021 | $30,438,000 | +50.6% | 826,012 | +52.5% | 0.00% | -66.7% |
| Q3 2021 | $20,214,000 | +975.2% | 541,624 | +1111.9% | 0.00% | – |
| Q2 2021 | $1,880,000 | -94.9% | 44,691 | -95.1% | 0.00% | -100.0% |
| Q1 2021 | $37,066,000 | +1547.4% | 910,926 | +1506.6% | 0.01% | – |
| Q4 2020 | $2,250,000 | -76.0% | 56,700 | -79.6% | 0.00% | -100.0% |
| Q3 2020 | $9,359,000 | +290.8% | 277,960 | +183.4% | 0.00% | +100.0% |
| Q1 2020 | $2,395,000 | +124.0% | 98,067 | +186.3% | 0.00% | – |
| Q4 2019 | $1,069,000 | -34.3% | 34,255 | -40.5% | 0.00% | -100.0% |
| Q3 2018 | $1,626,000 | +289.0% | 57,559 | +304.2% | 0.00% | – |
| Q2 2018 | $418,000 | -62.5% | 14,239 | -58.7% | 0.00% | – |
| Q1 2018 | $1,114,000 | – | 34,436 | – | 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% |