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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,557,691 | +1531.7% | 883,303 | +1610.0% | 0.52% | +1587.1% |
| Q2 2023 | $1,443,785 | +52.6% | 51,656 | +52.0% | 0.03% | +63.2% |
| Q1 2023 | $945,836 | -97.9% | 33,974 | -98.0% | 0.02% | -98.5% |
| Q4 2022 | $44,506,935 | +74.5% | 1,668,176 | +61.0% | 1.26% | +57.2% |
| Q3 2022 | $25,505,000 | +215.9% | 1,035,935 | +268.0% | 0.80% | +254.9% |
| Q2 2022 | $8,073,000 | -87.0% | 281,485 | -85.2% | 0.23% | -87.0% |
| Q1 2022 | $62,062,000 | +20.0% | 1,900,254 | +35.4% | 1.74% | -18.5% |
| Q4 2021 | $51,705,000 | -15.7% | 1,403,127 | -14.6% | 2.14% | -13.7% |
| Q3 2021 | $61,330,000 | +738.0% | 1,643,365 | +844.7% | 2.48% | +899.2% |
| Q2 2021 | $7,319,000 | +635.6% | 173,964 | +611.5% | 0.25% | +350.9% |
| Q1 2021 | $995,000 | -86.9% | 24,449 | -89.1% | 0.06% | -90.8% |
| Q3 2020 | $7,582,000 | +2444.3% | 225,198 | +2082.2% | 0.60% | +1096.0% |
| Q1 2019 | $298,000 | -90.2% | 10,320 | -90.0% | 0.05% | -60.9% |
| Q3 2017 | $3,048,000 | +1416.4% | 103,004 | +1159.2% | 0.13% | +966.7% |
| Q2 2017 | $201,000 | 0.0% | 8,180 | 0.0% | 0.01% | -45.5% |
| Q1 2017 | $201,000 | – | 8,180 | – | 0.02% | – |
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% |