WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $201,000 | -14.5% | 8,181 | +0.0% | 0.04% | -18.8% |
| Q2 2022 | $235,000 | -79.5% | 8,180 | -76.7% | 0.05% | -73.9% |
| Q1 2022 | $1,145,000 | -16.8% | 35,046 | -6.1% | 0.18% | -15.6% |
| Q4 2021 | $1,376,000 | -39.2% | 37,334 | -38.4% | 0.22% | -43.4% |
| Q3 2021 | $2,262,000 | -12.6% | 60,624 | -1.4% | 0.38% | -2.0% |
| Q2 2021 | $2,587,000 | -90.9% | 61,488 | -91.2% | 0.39% | -93.3% |
| Q1 2021 | $28,492,000 | +5.3% | 700,231 | +2.6% | 5.85% | -5.6% |
| Q4 2020 | $27,067,000 | +19.0% | 682,297 | +1.0% | 6.19% | +0.4% |
| Q3 2020 | $22,754,000 | +13.5% | 675,784 | +0.9% | 6.17% | +3.4% |
| Q2 2020 | $20,041,000 | +191.1% | 670,049 | +137.7% | 5.97% | +117.9% |
| Q1 2020 | $6,885,000 | – | 281,945 | – | 2.74% | – |
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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% |