WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370 | -97.8% | 13,868 | -97.7% | 0.02% | -97.7% |
| Q2 2023 | $16,886 | +115.2% | 604,152 | +105.4% | 0.73% | +85.8% |
| Q4 2022 | $7,846 | -99.7% | 294,074 | +154.2% | 0.40% | +158.2% |
| Q3 2022 | $2,849,000 | -40.6% | 115,708 | -30.8% | 0.15% | -40.2% |
| Q2 2022 | $4,794,000 | -49.1% | 167,149 | -42.1% | 0.26% | -21.2% |
| Q1 2022 | $9,424,000 | -55.0% | 288,556 | -49.3% | 0.32% | -42.2% |
| Q4 2021 | $20,962,000 | -71.9% | 568,854 | -71.5% | 0.56% | -81.2% |
| Q3 2021 | $74,547,000 | – | 1,997,513 | – | 3.00% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $2,432,000 | -88.4% | 59,764 | -88.7% | 0.13% | -90.8% |
| Q4 2020 | $21,052,000 | +53.1% | 530,674 | +29.9% | 1.44% | +41.1% |
| Q3 2020 | $13,754,000 | +4562.4% | 408,500 | +3433.7% | 1.02% | +5572.2% |
| Q4 2018 | $295,000 | – | 11,560 | – | 0.02% | – |
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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% |