WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,793,956 | +28.5% | 67,264 | +34.6% | 0.03% | +28.0% |
| Q2 2023 | $1,396,426 | +16.7% | 49,962 | +16.2% | 0.02% | +8.7% |
| Q1 2023 | $1,196,591 | -21.1% | 42,981 | +5.8% | 0.02% | -14.8% |
| Q3 2021 | $1,516,000 | -16.4% | 40,612 | -5.8% | 0.03% | -22.9% |
| Q2 2021 | $1,814,000 | +10.7% | 43,121 | +7.0% | 0.04% | -2.8% |
| Q1 2021 | $1,639,000 | +11.0% | 40,292 | +8.3% | 0.04% | 0.0% |
| Q4 2020 | $1,476,000 | – | 37,209 | – | 0.04% | – |
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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% |