WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 51 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $138,671 | -9.9% | 4,981 | -13.7% | 0.01% | -22.2% |
| Q4 2022 | $153,970 | -0.7% | 5,771 | -8.2% | 0.01% | -10.0% |
| Q3 2022 | $155,000 | -25.1% | 6,288 | -12.8% | 0.01% | -28.6% |
| Q2 2022 | $207,000 | -79.7% | 7,207 | -76.9% | 0.01% | -77.4% |
| Q1 2022 | $1,018,000 | +3.9% | 31,174 | +17.3% | 0.06% | +1.6% |
| Q4 2021 | $980,000 | -18.1% | 26,581 | -17.1% | 0.06% | -25.6% |
| Q3 2021 | $1,197,000 | -31.3% | 32,073 | -22.5% | 0.08% | -34.4% |
| Q2 2021 | $1,742,000 | +6.2% | 41,408 | +2.7% | 0.12% | -10.7% |
| Q1 2021 | $1,640,000 | -11.8% | 40,314 | -14.0% | 0.14% | -16.2% |
| Q4 2020 | $1,859,000 | +70.7% | 46,869 | +44.9% | 0.17% | +125.7% |
| Q3 2020 | $1,089,000 | +7.8% | 32,352 | -4.2% | 0.07% | -43.5% |
| Q2 2020 | $1,010,000 | +786.0% | 33,774 | +822.8% | 0.13% | +835.7% |
| Q4 2019 | $114,000 | +12.9% | 3,660 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $101,000 | -4.7% | 3,660 | 0.0% | 0.02% | -23.8% |
| Q2 2019 | $106,000 | +3.9% | 3,660 | -8.0% | 0.02% | -19.2% |
| Q4 2018 | $102,000 | -8.9% | 3,980 | 0.0% | 0.03% | +44.4% |
| Q3 2018 | $112,000 | – | 3,980 | – | 0.02% | – |
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% |