WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,183 | +72.9% | 22,317 | +81.2% | 0.06% | +65.8% |
| Q2 2023 | $344,200 | +16.3% | 12,315 | +15.8% | 0.04% | +2.7% |
| Q1 2023 | $295,991 | +38.2% | 10,632 | +32.4% | 0.04% | +15.6% |
| Q4 2022 | $214,183 | +21.7% | 8,028 | +12.2% | 0.03% | -20.0% |
| Q3 2022 | $176,000 | +24.8% | 7,153 | +45.7% | 0.04% | +11.1% |
| Q2 2022 | $141,000 | -14.0% | 4,908 | -2.3% | 0.04% | -14.3% |
| Q1 2022 | $164,000 | +4.5% | 5,024 | +17.6% | 0.04% | -4.5% |
| Q4 2021 | $157,000 | – | 4,271 | – | 0.04% | – |
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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% |