WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,495 | -4.6% | 16,554 | 0.0% | 0.25% | +1.6% |
| Q2 2023 | $462,684 | +0.9% | 16,554 | +0.5% | 0.25% | -7.8% |
| Q1 2023 | $458,441 | +3.5% | 16,467 | -0.8% | 0.27% | -5.6% |
| Q4 2022 | $442,781 | +0.9% | 16,596 | -6.8% | 0.29% | -10.6% |
| Q3 2022 | $439,000 | -25.1% | 17,811 | -12.8% | 0.32% | -21.8% |
| Q2 2022 | $586,000 | -18.3% | 20,432 | -6.9% | 0.41% | -4.0% |
| Q1 2022 | $717,000 | -36.2% | 21,950 | -28.0% | 0.43% | -26.2% |
| Q4 2021 | $1,124,000 | -89.8% | 30,507 | -89.7% | 0.58% | -89.8% |
| Q3 2021 | $11,069,000 | -4.0% | 296,591 | +8.2% | 5.64% | -5.6% |
| Q2 2021 | $11,532,000 | +75.8% | 274,116 | +70.1% | 5.97% | +67.8% |
| Q1 2021 | $6,558,000 | +4.0% | 161,158 | +1.3% | 3.56% | -16.6% |
| Q4 2020 | $6,308,000 | +31.5% | 159,014 | -0.9% | 4.26% | +5.8% |
| Q3 2020 | $4,797,000 | +0.2% | 160,396 | +0.2% | 4.03% | +0.1% |
| Q2 2020 | $4,788,000 | +27.7% | 160,097 | +4.3% | 4.03% | +12.7% |
| Q1 2020 | $3,749,000 | – | 153,559 | – | 3.57% | – |
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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% |