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 2023 | $5,536 | -3.3% | 207,588 | +1.4% | 0.46% | +46.2% |
| Q2 2023 | $5,723 | -1.0% | 204,754 | -5.5% | 0.31% | +25.1% |
| Q1 2023 | $5,782 | 0.0% | 216,729 | 0.0% | 0.25% | 0.0% |
| Q4 2022 | $5,782 | -99.9% | 216,729 | +3.5% | 0.25% | +8.7% |
| Q3 2022 | $5,156,000 | -9.6% | 209,404 | +5.3% | 0.23% | +7.9% |
| Q2 2022 | $5,702,000 | -12.5% | 198,812 | -0.3% | 0.21% | -3.2% |
| Q1 2022 | $6,514,000 | +141.3% | 199,462 | +172.2% | 0.22% | +194.7% |
| Q4 2021 | $2,700,000 | – | 73,279 | – | 0.08% | – |
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% |