WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,792 | +42.9% | 603 | +36.7% | 0.00% | – |
| Q4 2022 | $11,754 | -97.7% | 441 | -96.8% | 0.00% | -100.0% |
| Q3 2021 | $507,000 | -3.4% | 13,594 | +8.8% | 0.02% | -5.9% |
| Q2 2021 | $525,000 | +25.3% | 12,496 | +21.1% | 0.02% | +6.2% |
| Q1 2021 | $419,000 | +4.8% | 10,315 | +2.2% | 0.02% | 0.0% |
| Q4 2020 | $400,000 | +19900.0% | 10,093 | +20498.0% | 0.02% | – |
| Q3 2020 | $2,000 | 0.0% | 49 | -51.5% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 101 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | +50.0% | 101 | +23.2% | 0.00% | – |
| Q1 2019 | $2,000 | – | 82 | – | 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% |