WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,858,677 | -3.2% | 219,673 | +1.4% | 0.10% | -1.0% |
Q2 2023 | $6,055,195 | +108280.1% | 216,644 | +8.0% | 0.10% | -9.6% |
Q1 2023 | $5,587 | +8.3% | 200,672 | +3.8% | 0.12% | -17.9% |
Q4 2022 | $5,158 | -99.9% | 193,332 | +11.2% | 0.14% | +2.2% |
Q3 2022 | $4,279,000 | -2.1% | 173,809 | +14.0% | 0.14% | +0.7% |
Q2 2022 | $4,372,000 | +390.7% | 152,443 | +459.0% | 0.14% | +403.7% |
Q1 2022 | $891,000 | +11.0% | 27,270 | +25.1% | 0.03% | +12.5% |
Q4 2021 | $803,000 | -71.6% | 21,799 | -71.2% | 0.02% | -73.9% |
Q3 2021 | $2,829,000 | -23.8% | 75,807 | -14.1% | 0.09% | -30.3% |
Q2 2021 | $3,712,000 | +18.2% | 88,239 | +14.4% | 0.13% | +2.3% |
Q1 2021 | $3,140,000 | +176.9% | 77,158 | +169.9% | 0.13% | +138.9% |
Q4 2020 | $1,134,000 | +36.3% | 28,591 | +15.7% | 0.05% | +5.9% |
Q3 2020 | $832,000 | +52.4% | 24,718 | +35.5% | 0.05% | +30.8% |
Q2 2020 | $546,000 | +87.0% | 18,242 | +52.7% | 0.04% | +44.4% |
Q1 2020 | $292,000 | – | 11,946 | – | 0.03% | – |
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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% |