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 | $1,435,668 | +7.1% | 51,366 | +6.7% | 0.09% | +1.1% |
| Q1 2023 | $1,340,109 | -2.9% | 48,136 | -7.0% | 0.09% | -10.3% |
| Q4 2022 | $1,380,506 | +88224.1% | 51,743 | -18.5% | 0.10% | -20.5% |
| Q3 2022 | $1,563 | -0.3% | 63,475 | +16.1% | 0.12% | -1.6% |
| Q2 2022 | $1,568 | -37.9% | 54,688 | -29.3% | 0.12% | -27.5% |
| Q1 2022 | $2,526 | +431.8% | 77,333 | +499.7% | 0.17% | +362.2% |
| Q4 2021 | $475 | +119.9% | 12,895 | +122.3% | 0.04% | +76.2% |
| Q3 2021 | $216 | – | 5,801 | – | 0.02% | – |
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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% |