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 | $1,371,000 | -5.9% | 51,416 | -1.4% | 0.09% | +6.2% |
| Q2 2023 | $1,457,000 | +166034.5% | 52,133 | +58.5% | 0.08% | +42.1% |
| Q4 2022 | $877 | -99.8% | 32,885 | +168.2% | 0.06% | +67.6% |
| Q2 2021 | $516,000 | -47.1% | 12,260 | -48.2% | 0.03% | 0.0% |
| Q1 2021 | $976,000 | -43.8% | 23,680 | -45.9% | 0.03% | -54.1% |
| Q4 2020 | $1,737,000 | +163.6% | 43,789 | +123.6% | 0.07% | +124.2% |
| Q3 2020 | $659,000 | +0.2% | 19,585 | -11.0% | 0.03% | -8.3% |
| Q2 2020 | $658,000 | – | 22,016 | – | 0.04% | – |
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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% |