WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,928,364 | -0.3% | 334,772 | +4.5% | 2.05% | -4.2% |
| Q2 2023 | $8,953,006 | -0.2% | 320,322 | -0.6% | 2.14% | -2.3% |
| Q1 2023 | $8,973,004 | +15.1% | 322,306 | +10.3% | 2.19% | +6.8% |
| Q4 2022 | $7,792,670 | -4.9% | 292,079 | -12.3% | 2.05% | -23.0% |
| Q3 2022 | $8,196,000 | -12.7% | 332,909 | +1.8% | 2.66% | -16.6% |
| Q2 2022 | $9,383,000 | -14.3% | 327,154 | -2.4% | 3.19% | -1.7% |
| Q1 2022 | $10,944,000 | +1.4% | 335,090 | +14.4% | 3.24% | +0.2% |
| Q4 2021 | $10,790,000 | +24.6% | 292,798 | +26.2% | 3.24% | -0.3% |
| Q3 2021 | $8,657,000 | -3.5% | 231,973 | +8.8% | 3.25% | -7.7% |
| Q2 2021 | $8,972,000 | +12.5% | 213,269 | +8.8% | 3.52% | -1.8% |
| Q1 2021 | $7,976,000 | +9.0% | 196,012 | +6.3% | 3.58% | -7.1% |
| Q4 2020 | $7,316,000 | +38.2% | 184,427 | +17.3% | 3.86% | +12.7% |
| Q3 2020 | $5,292,000 | +35.4% | 157,166 | +20.3% | 3.42% | +23.2% |
| Q2 2020 | $3,908,000 | +388.5% | 130,647 | +298.7% | 2.78% | +292.1% |
| Q1 2020 | $800,000 | – | 32,770 | – | 0.71% | – |
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% |