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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,489 | +114.9% | 52,626 | +111.5% | 0.04% | +8.8% |
| Q1 2023 | $693 | -0.1% | 24,878 | -4.4% | 0.03% | -10.5% |
| Q4 2022 | $694 | -99.9% | 26,019 | -0.9% | 0.04% | -2.6% |
| Q3 2022 | $646,000 | -28.2% | 26,254 | -16.3% | 0.04% | -20.4% |
| Q2 2022 | $900,000 | -6.8% | 31,368 | +6.0% | 0.05% | -2.0% |
| Q1 2022 | $966,000 | -14.7% | 29,589 | -3.7% | 0.05% | -10.7% |
| Q4 2021 | $1,132,000 | -19.3% | 30,713 | -18.3% | 0.06% | -31.7% |
| Q3 2021 | $1,403,000 | -9.8% | 37,609 | +1.7% | 0.08% | -14.6% |
| Q2 2021 | $1,556,000 | +19.6% | 36,970 | +15.6% | 0.10% | -2.0% |
| Q1 2021 | $1,301,000 | +24.6% | 31,975 | +21.5% | 0.10% | +14.0% |
| Q4 2020 | $1,044,000 | – | 26,316 | – | 0.09% | – |
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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% |