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 | $747,773 | -0.1% | 28,038 | +4.7% | 0.40% | +4.2% |
| Q2 2023 | $748,808 | +25.6% | 26,791 | +25.1% | 0.38% | +19.9% |
| Q1 2023 | $595,999 | +14.0% | 21,408 | +9.2% | 0.32% | +7.7% |
| Q4 2022 | $522,928 | +6.9% | 19,600 | -1.4% | 0.30% | -2.3% |
| Q3 2022 | $489,000 | -10.3% | 19,873 | +4.6% | 0.30% | -6.2% |
| Q2 2022 | $545,000 | -23.0% | 18,994 | -12.4% | 0.32% | -6.1% |
| Q1 2022 | $708,000 | +2.3% | 21,674 | +15.5% | 0.35% | -13.3% |
| Q4 2021 | $692,000 | -3.9% | 18,772 | -2.7% | 0.40% | -11.5% |
| Q3 2021 | $720,000 | -13.5% | 19,284 | -2.4% | 0.45% | -13.8% |
| Q2 2021 | $832,000 | -0.4% | 19,767 | -3.7% | 0.52% | -4.0% |
| Q1 2021 | $835,000 | +45.5% | 20,528 | +41.8% | 0.54% | +35.6% |
| Q4 2020 | $574,000 | +47.6% | 14,475 | +25.2% | 0.40% | +32.2% |
| Q3 2020 | $389,000 | +27.1% | 11,558 | +12.8% | 0.30% | +13.0% |
| Q2 2020 | $306,000 | – | 10,244 | – | 0.27% | – |
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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% |