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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $220,000 | -28.3% | 7,682 | -18.3% | 0.00% | – |
| Q1 2022 | $307,000 | -13.8% | 9,407 | -2.6% | 0.00% | -100.0% |
| Q4 2021 | $356,000 | +10.6% | 9,658 | +11.9% | 0.00% | 0.0% |
| Q3 2021 | $322,000 | -41.9% | 8,632 | -34.4% | 0.00% | 0.0% |
| Q2 2021 | $554,000 | +4.9% | 13,160 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $528,000 | +4700.0% | 12,984 | +2496.8% | 0.00% | – |
| Q4 2016 | $11,000 | -8.3% | 500 | 0.0% | 0.00% | – |
| Q3 2016 | $12,000 | +20.0% | 500 | 0.0% | 0.00% | – |
| Q2 2016 | $10,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q1 2016 | $10,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q4 2015 | $10,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q3 2015 | $10,000 | – | 500 | – | 0.00% | – |
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% |