WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $89,414 | +0.5% | 3,351 | -7.5% | 0.01% | -9.1% |
| Q3 2022 | $89,000 | -25.2% | 3,622 | -12.8% | 0.01% | -21.4% |
| Q2 2022 | $119,000 | -19.6% | 4,155 | -8.2% | 0.01% | -12.5% |
| Q1 2022 | $148,000 | -17.3% | 4,524 | -7.1% | 0.02% | -15.8% |
| Q4 2021 | $179,000 | -46.1% | 4,868 | -45.2% | 0.02% | -50.0% |
| Q3 2021 | $332,000 | -98.9% | 8,887 | -98.8% | 0.04% | -98.9% |
| Q2 2021 | $30,225,000 | +18.3% | 718,439 | +14.4% | 3.59% | +9.3% |
| Q1 2021 | $25,558,000 | – | 628,114 | – | 3.28% | – |
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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% |