WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $13,486,370 | +48.9% | 484,420 | +42.7% | 0.63% | +35.9% |
| Q4 2022 | $9,058,494 | +19.0% | 339,509 | +9.8% | 0.46% | +8.7% |
| Q3 2022 | $7,614,000 | +8.2% | 309,249 | +26.1% | 0.43% | +10.1% |
| Q2 2022 | $7,037,000 | +1.0% | 245,336 | +15.7% | 0.39% | -4.7% |
| Q1 2022 | $6,966,000 | +17.4% | 212,097 | +31.8% | 0.41% | +10.6% |
| Q4 2021 | $5,935,000 | -3.2% | 160,950 | -2.1% | 0.37% | -13.2% |
| Q3 2021 | $6,133,000 | +84.4% | 164,322 | +107.9% | 0.42% | +72.0% |
| Q2 2021 | $3,326,000 | – | 79,056 | – | 0.25% | – |
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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% |