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 | $3,590,436 | -21.7% | 134,625 | -17.9% | 0.02% | -28.1% |
| Q2 2023 | $4,583,777 | -1.0% | 163,999 | -1.4% | 0.03% | -5.9% |
| Q1 2023 | $4,629,808 | +114.6% | 166,301 | +105.7% | 0.03% | +100.0% |
| Q4 2022 | $2,157,307 | +163.7% | 80,859 | +143.3% | 0.02% | +70.0% |
| Q3 2022 | $818,000 | -36.3% | 33,237 | -25.8% | 0.01% | -37.5% |
| Q2 2022 | $1,285,000 | -48.6% | 44,785 | -41.5% | 0.02% | -46.7% |
| Q1 2022 | $2,498,000 | -23.3% | 76,491 | -13.4% | 0.03% | -25.0% |
| Q4 2021 | $3,255,000 | -0.4% | 88,337 | +0.8% | 0.04% | -9.1% |
| Q3 2021 | $3,269,000 | -2.2% | 87,595 | +10.2% | 0.04% | -6.4% |
| Q2 2021 | $3,343,000 | +396.7% | 79,463 | +380.5% | 0.05% | +235.7% |
| Q1 2021 | $673,000 | +656.2% | 16,539 | +453.5% | 0.01% | +600.0% |
| Q2 2020 | $89,000 | – | 2,988 | – | 0.00% | – |
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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% |