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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $0 | – | 8 | 0.0% | 0.00% | – |
Q3 2022 | $0 | -100.0% | 8 | -78.9% | 0.00% | – |
Q2 2022 | $1,000 | -99.0% | 38 | -98.8% | 0.00% | -100.0% |
Q1 2022 | $104,000 | +333.3% | 3,194 | +395.2% | 0.01% | +350.0% |
Q4 2021 | $24,000 | -25.0% | 645 | -25.8% | 0.00% | -33.3% |
Q3 2021 | $32,000 | +433.3% | 869 | +475.5% | 0.00% | +200.0% |
Q2 2021 | $6,000 | 0.0% | 151 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $6,000 | – | 151 | – | 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% |