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 | $4,319,118 | -1.6% | 161,946 | +7.0% | 0.04% | +2.6% |
| Q2 2023 | $4,389,483 | +7.2% | 151,342 | +2.9% | 0.04% | -2.6% |
| Q1 2023 | $4,095,113 | +171.7% | 147,094 | +25.3% | 0.04% | -48.7% |
| Q4 2022 | $1,507,012 | -60.5% | 117,368 | -24.4% | 0.08% | +72.7% |
| Q3 2022 | $3,820,000 | -19.1% | 155,161 | -5.8% | 0.04% | +4.8% |
| Q2 2022 | $4,724,000 | +2.7% | 164,710 | +16.9% | 0.04% | +20.0% |
| Q1 2022 | $4,599,000 | -14.7% | 140,839 | -3.7% | 0.04% | -12.5% |
| Q4 2021 | $5,391,000 | -28.9% | 146,275 | -28.0% | 0.04% | -16.7% |
| Q3 2021 | $7,579,000 | +13.9% | 203,083 | +28.4% | 0.05% | -17.2% |
| Q2 2021 | $6,652,000 | +17.3% | 158,117 | +13.5% | 0.06% | +7.4% |
| Q1 2021 | $5,670,000 | +21.4% | 139,336 | +18.3% | 0.05% | +10.2% |
| Q4 2020 | $4,670,000 | +251.7% | 117,735 | +198.6% | 0.05% | +188.2% |
| Q3 2020 | $1,328,000 | +474.9% | 39,428 | +411.2% | 0.02% | +466.7% |
| Q2 2020 | $231,000 | – | 7,713 | – | 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% |