WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $817,000 | +16.1% | 24,254 | +3.0% | 0.26% | -2.3% |
| Q2 2020 | $704,000 | +49.2% | 23,549 | +21.9% | 0.26% | +25.0% |
| Q1 2020 | $472,000 | +108.8% | 19,312 | +166.6% | 0.21% | +155.4% |
| Q4 2019 | $226,000 | +1.8% | 7,245 | -7.7% | 0.08% | -5.7% |
| Q3 2018 | $222,000 | -3.9% | 7,850 | 0.0% | 0.09% | -17.8% |
| Q2 2018 | $231,000 | -9.1% | 7,850 | 0.0% | 0.11% | -11.6% |
| Q1 2018 | $254,000 | – | 7,850 | – | 0.12% | – |
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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% |