WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,402,687 | -53.4% | 90,089 | -51.2% | 0.01% | -55.0% |
| Q2 2023 | $5,158,392 | -71.6% | 184,558 | -71.7% | 0.02% | -75.0% |
| Q1 2023 | $18,184,743 | -17.3% | 653,188 | -20.7% | 0.08% | -27.9% |
| Q4 2022 | $21,989,185 | -14.6% | 824,182 | -21.2% | 0.11% | -26.0% |
| Q3 2022 | $25,752,000 | -24.7% | 1,045,992 | -12.3% | 0.15% | -32.1% |
| Q2 2022 | $34,202,000 | -17.0% | 1,192,536 | -5.4% | 0.22% | -17.2% |
| Q1 2022 | $41,193,000 | -28.8% | 1,261,270 | -19.7% | 0.27% | -32.7% |
| Q4 2021 | $57,873,000 | -18.1% | 1,570,503 | -17.0% | 0.40% | -32.4% |
| Q3 2021 | $70,627,000 | -7.5% | 1,892,484 | +4.3% | 0.59% | -17.4% |
| Q2 2021 | $76,336,000 | +286.4% | 1,814,508 | +273.7% | 0.71% | +232.2% |
| Q1 2021 | $19,758,000 | – | 485,577 | – | 0.21% | – |
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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% |