WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,234,288 | -3.6% | 421,233 | +1.1% | 7.43% | -3.3% |
| Q2 2023 | $11,651,087 | +3.1% | 416,855 | +2.7% | 7.68% | -4.5% |
| Q1 2023 | $11,303,979 | +8.5% | 406,034 | +4.0% | 8.05% | -3.8% |
| Q4 2022 | $10,414,712 | +20.2% | 390,357 | +10.9% | 8.36% | -4.1% |
| Q3 2022 | $8,667,000 | -10.0% | 352,050 | +4.8% | 8.73% | -6.2% |
| Q2 2022 | $9,634,000 | -9.4% | 335,920 | +3.1% | 9.31% | +0.2% |
| Q1 2022 | $10,636,000 | -22.7% | 325,666 | -12.8% | 9.29% | -27.1% |
| Q4 2021 | $13,766,000 | – | 373,558 | – | 12.73% | – |
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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% |