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 | $351,226 | -73.3% | 13,169 | -72.0% | 0.01% | -75.0% |
| Q2 2023 | $1,315,592 | -1.2% | 47,069 | -1.6% | 0.02% | -4.8% |
| Q1 2023 | $1,331,464 | +111.6% | 47,826 | +102.8% | 0.02% | +90.9% |
| Q4 2022 | $629,305 | -5.9% | 23,587 | -13.2% | 0.01% | -15.4% |
| Q3 2022 | $669,000 | +38.8% | 27,189 | +61.7% | 0.01% | +44.4% |
| Q2 2022 | $482,000 | -23.7% | 16,815 | -13.1% | 0.01% | -10.0% |
| Q1 2022 | $632,000 | -84.0% | 19,359 | -81.9% | 0.01% | -83.3% |
| Q4 2021 | $3,950,000 | -4.5% | 107,196 | -3.3% | 0.06% | -15.5% |
| Q3 2021 | $4,137,000 | -1.9% | 110,859 | +10.6% | 0.07% | 0.0% |
| Q2 2021 | $4,218,000 | -100.0% | 100,253 | -52.6% | 0.07% | -6.6% |
| Q1 2021 | $8,600,744,000 | +272593.2% | 211,372 | +165.9% | 0.08% | +11.8% |
| Q4 2020 | $3,154,000 | +26.1% | 79,496 | +7.0% | 0.07% | +7.9% |
| Q3 2020 | $2,502,000 | +3.1% | 74,303 | -8.4% | 0.06% | -8.7% |
| Q2 2020 | $2,426,000 | +18.0% | 81,119 | -3.7% | 0.07% | -8.0% |
| Q1 2020 | $2,056,000 | -20.0% | 84,222 | +2.3% | 0.08% | -1.3% |
| Q4 2019 | $2,569,000 | +18.2% | 82,300 | +4.6% | 0.08% | +4.1% |
| Q3 2019 | $2,174,000 | +1.8% | 78,653 | +6.3% | 0.07% | -6.4% |
| Q2 2019 | $2,136,000 | +1.2% | 73,997 | +1.1% | 0.08% | -12.4% |
| Q1 2019 | $2,110,000 | -2.5% | 73,208 | -13.5% | 0.09% | -15.2% |
| Q4 2018 | $2,164,000 | +0.9% | 84,678 | +11.5% | 0.10% | +2.9% |
| Q3 2018 | $2,145,000 | – | 75,917 | – | 0.10% | – |
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% |