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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $194,000 | -96.6% | 6,758 | -96.2% | 0.05% | -95.9% |
| Q1 2022 | $5,749,000 | -23.7% | 176,026 | -14.0% | 1.25% | -14.6% |
| Q4 2021 | $7,539,000 | +238.1% | 204,587 | +242.4% | 1.46% | +170.4% |
| Q3 2021 | $2,230,000 | -10.2% | 59,759 | +1.3% | 0.54% | -16.9% |
| Q2 2021 | $2,482,000 | +10.5% | 58,999 | +6.9% | 0.65% | +13.6% |
| Q1 2021 | $2,246,000 | -13.0% | 55,191 | -15.3% | 0.57% | -46.2% |
| Q4 2020 | $2,583,000 | +18.1% | 65,124 | +0.2% | 1.07% | +1.5% |
| Q3 2020 | $2,188,000 | +10.9% | 64,995 | -1.4% | 1.05% | -3.0% |
| Q2 2020 | $1,973,000 | – | 65,948 | – | 1.08% | – |
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% |