WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,069,000 | -27.0% | 84,026 | -14.9% | 0.72% | -23.8% |
| Q2 2022 | $2,833,000 | +0.9% | 98,771 | +14.9% | 0.94% | +19.8% |
| Q1 2022 | $2,808,000 | -1.3% | 85,980 | +11.4% | 0.79% | -0.4% |
| Q4 2021 | $2,845,000 | +54.7% | 77,199 | +56.7% | 0.79% | +45.9% |
| Q3 2021 | $1,839,000 | -15.1% | 49,275 | -4.2% | 0.54% | -14.9% |
| Q2 2021 | $2,165,000 | +18.6% | 51,458 | +14.7% | 0.64% | +11.6% |
| Q1 2021 | $1,825,000 | +11.1% | 44,853 | +8.4% | 0.57% | +4.6% |
| Q4 2020 | $1,642,000 | +35.9% | 41,381 | +21.1% | 0.55% | +23.5% |
| Q3 2020 | $1,208,000 | – | 34,183 | – | 0.44% | – |
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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% |