WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 42 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $252,005 | -4.6% | 9,449 | 0.0% | 0.04% | -6.7% |
| Q2 2023 | $264,100 | +4.8% | 9,449 | 0.0% | 0.04% | -10.0% |
| Q4 2022 | $252,099 | +8.2% | 9,449 | 0.0% | 0.05% | +6.4% |
| Q3 2022 | $233,000 | -14.0% | 9,449 | 0.0% | 0.05% | -13.0% |
| Q2 2022 | $271,000 | -12.3% | 9,449 | 0.0% | 0.05% | +3.8% |
| Q1 2022 | $309,000 | -11.2% | 9,449 | 0.0% | 0.05% | -8.8% |
| Q4 2021 | $348,000 | -1.4% | 9,449 | 0.0% | 0.06% | -10.9% |
| Q3 2021 | $353,000 | -11.3% | 9,449 | 0.0% | 0.06% | -11.1% |
| Q2 2021 | $398,000 | +3.6% | 9,449 | 0.0% | 0.07% | -4.0% |
| Q1 2021 | $384,000 | +2.4% | 9,449 | 0.0% | 0.08% | -3.8% |
| Q4 2020 | $375,000 | +17.9% | 9,449 | 0.0% | 0.08% | 0.0% |
| Q3 2020 | $318,000 | +12.4% | 9,449 | 0.0% | 0.08% | +1.3% |
| Q2 2020 | $283,000 | +22.5% | 9,449 | 0.0% | 0.08% | 0.0% |
| Q1 2020 | $231,000 | -21.7% | 9,449 | 0.0% | 0.08% | -2.5% |
| Q4 2019 | $295,000 | +13.0% | 9,449 | 0.0% | 0.08% | -1.2% |
| Q3 2019 | $261,000 | -4.4% | 9,449 | 0.0% | 0.08% | -10.1% |
| Q2 2019 | $273,000 | +0.4% | 9,449 | 0.0% | 0.09% | -8.2% |
| Q1 2019 | $272,000 | +12.4% | 9,449 | 0.0% | 0.10% | -11.0% |
| Q4 2018 | $242,000 | – | 9,449 | – | 0.11% | – |
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% |