WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $477,753 | -0.6% | 17,914 | +4.1% | 0.12% | +4.2% |
| Q2 2023 | $480,853 | -0.7% | 17,204 | -1.1% | 0.12% | -5.6% |
| Q1 2023 | $484,283 | -2.8% | 17,395 | -6.8% | 0.12% | -8.1% |
| Q4 2022 | $498,213 | +1.1% | 18,674 | -6.8% | 0.14% | -0.7% |
| Q3 2022 | $493,000 | -3.9% | 20,030 | +11.8% | 0.14% | -0.7% |
| Q2 2022 | $513,000 | -8.7% | 17,910 | +3.9% | 0.14% | +4.5% |
| Q1 2022 | $562,000 | -11.4% | 17,238 | +0.1% | 0.13% | -9.6% |
| Q4 2021 | $634,000 | +1.8% | 17,224 | +3.0% | 0.15% | -7.0% |
| Q3 2021 | $623,000 | – | 16,716 | – | 0.16% | – |
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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% |