WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $491,124 | -4.8% | 18,415 | -0.3% | 0.04% | +2.9% |
Q2 2023 | $516,088 | +0.6% | 18,465 | +0.2% | 0.03% | +21.4% |
Q1 2023 | $512,779 | -93.5% | 18,419 | -93.8% | 0.03% | -94.5% |
Q4 2022 | $7,871,778 | +0.4% | 295,044 | -7.4% | 0.51% | -9.5% |
Q3 2022 | $7,841,000 | +77.2% | 318,501 | +106.4% | 0.57% | +81.2% |
Q2 2022 | $4,426,000 | -21.5% | 154,316 | -10.6% | 0.31% | -9.3% |
Q1 2022 | $5,636,000 | +13.3% | 172,580 | +27.8% | 0.34% | +11.3% |
Q4 2021 | $4,975,000 | +21.2% | 134,995 | +22.8% | 0.31% | -1.0% |
Q3 2021 | $4,104,000 | -59.4% | 109,965 | -54.2% | 0.31% | -59.7% |
Q2 2021 | $10,108,000 | +13.0% | 240,273 | +9.2% | 0.78% | +1.8% |
Q1 2021 | $8,949,000 | +6.5% | 219,937 | +3.8% | 0.76% | -4.4% |
Q4 2020 | $8,402,000 | +29.6% | 211,799 | +10.0% | 0.80% | +61.7% |
Q3 2020 | $6,482,000 | +1553.6% | 192,496 | +1370.1% | 0.49% | +830.2% |
Q2 2020 | $392,000 | – | 13,094 | – | 0.05% | – |
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% |