WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $633,000 | -57.5% | 19,378 | -52.0% | 0.12% | -51.6% |
| Q4 2021 | $1,488,000 | +94.3% | 40,368 | +96.6% | 0.26% | +53.3% |
| Q3 2021 | $766,000 | -15.5% | 20,531 | -4.7% | 0.17% | -16.5% |
| Q2 2021 | $906,000 | +1194.3% | 21,542 | +930.2% | 0.20% | +769.6% |
| Q3 2020 | $70,000 | +169.2% | 2,091 | +94.7% | 0.02% | +109.1% |
| Q1 2020 | $26,000 | +4.0% | 1,074 | +17.5% | 0.01% | +37.5% |
| Q3 2019 | $25,000 | -3.8% | 914 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | – | 902 | – | 0.01% | – |
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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% |