WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $13,448,000 | -40.5% | 411,755 | -32.8% | 0.60% | -56.1% |
| Q4 2021 | $22,583,000 | +6.1% | 612,829 | +7.5% | 1.37% | -13.0% |
| Q3 2021 | $21,275,000 | +42.1% | 570,068 | +60.2% | 1.57% | +43.0% |
| Q2 2021 | $14,974,000 | +0.3% | 355,921 | -5.5% | 1.10% | -48.2% |
| Q1 2021 | $14,934,000 | 0.0% | 376,458 | 0.0% | 2.12% | +0.1% |
| Q4 2020 | $14,934,000 | +25.8% | 376,458 | -5.2% | 2.12% | +9.2% |
| Q3 2020 | $11,873,000 | 0.0% | 396,955 | 0.0% | 1.94% | +0.2% |
| Q2 2020 | $11,873,000 | -7.1% | 396,955 | -24.1% | 1.94% | -17.3% |
| Q1 2020 | $12,777,000 | -9.6% | 523,209 | +4.6% | 2.35% | +31.5% |
| Q3 2018 | $14,137,000 | – | 500,421 | – | 1.78% | – |
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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% |