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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $403,129 | +15.6% | 15,115 | +21.1% | 0.00% | 0.0% |
| Q2 2023 | $348,818 | +15.8% | 12,480 | +15.3% | 0.00% | 0.0% |
| Q1 2023 | $301,249 | -33.6% | 10,821 | -22.2% | 0.00% | -57.1% |
| Q1 2022 | $454,000 | +30.8% | 13,913 | +47.7% | 0.01% | +40.0% |
| Q4 2021 | $347,000 | -26.3% | 9,419 | -25.3% | 0.01% | -28.6% |
| Q3 2021 | $471,000 | -9.2% | 12,609 | +2.2% | 0.01% | -12.5% |
| Q2 2021 | $519,000 | +49.1% | 12,333 | +44.1% | 0.01% | +14.3% |
| Q1 2021 | $348,000 | +26.1% | 8,558 | +22.9% | 0.01% | +40.0% |
| Q4 2020 | $276,000 | – | 6,964 | – | 0.01% | – |
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% |