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 | $19,279,074 | -3.3% | 713,416 | 0.0% | 1.42% | +0.2% |
| Q2 2023 | $19,940,582 | +0.3% | 713,416 | 0.0% | 1.42% | -11.7% |
| Q1 2023 | $19,875,770 | +2.3% | 713,416 | 0.0% | 1.60% | +0.3% |
| Q4 2022 | $19,436,930 | +9.3% | 713,416 | 0.0% | 1.60% | +8.3% |
| Q3 2022 | $17,776,000 | -12.4% | 713,416 | 0.0% | 1.48% | -7.6% |
| Q2 2022 | $20,287,000 | -44.7% | 713,416 | -36.9% | 1.60% | -37.1% |
| Q1 2022 | $36,667,000 | -12.0% | 1,131,186 | 0.0% | 2.54% | -7.2% |
| Q4 2021 | $41,684,000 | -1.3% | 1,131,186 | 0.0% | 2.74% | -9.3% |
| Q3 2021 | $42,216,000 | -11.3% | 1,131,186 | 0.0% | 3.02% | -13.6% |
| Q2 2021 | $47,589,000 | +9.9% | 1,131,186 | +6.2% | 3.49% | -19.8% |
| Q1 2021 | $43,321,000 | +23.1% | 1,064,660 | +20.0% | 4.36% | +34.0% |
| Q4 2020 | $35,203,000 | – | 887,405 | – | 3.25% | – |
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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% |