WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $328,000 | +14.7% | 10,050 | +29.4% | 0.03% | +16.0% |
| Q4 2021 | $286,000 | -15.9% | 7,764 | -11.6% | 0.02% | -16.7% |
| Q3 2021 | $340,000 | -30.0% | 8,782 | -27.0% | 0.03% | -48.3% |
| Q1 2021 | $486,000 | -15.5% | 12,033 | -16.9% | 0.06% | -23.7% |
| Q4 2020 | $575,000 | +57.1% | 14,484 | +33.4% | 0.08% | +13.4% |
| Q3 2020 | $366,000 | +13.7% | 10,861 | +0.8% | 0.07% | -36.2% |
| Q2 2020 | $322,000 | – | 10,776 | – | 0.10% | – |
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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% |