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 2023 | $20,592,387 | +3.8% | 772,118 | +8.8% | 6.56% | +5.3% |
| Q2 2023 | $19,844,138 | +0.4% | 709,987 | -0.0% | 6.23% | -2.7% |
| Q1 2023 | $19,774,389 | +104233.8% | 710,287 | -0.0% | 6.40% | -0.5% |
| Q4 2022 | $18,953 | -99.9% | 710,387 | -0.2% | 6.44% | -1.1% |
| Q3 2022 | $17,526,000 | -14.1% | 711,877 | +0.0% | 6.51% | -7.7% |
| Q2 2022 | $20,408,000 | -12.2% | 711,577 | -0.1% | 7.06% | -1.3% |
| Q1 2022 | $23,256,000 | -11.4% | 712,042 | -0.1% | 7.15% | -5.4% |
| Q4 2021 | $26,262,000 | -1.3% | 712,677 | -0.1% | 7.56% | -6.8% |
| Q3 2021 | $26,617,000 | -6.4% | 713,202 | +5.6% | 8.11% | -4.0% |
| Q2 2021 | $28,426,000 | +3.6% | 675,680 | +0.2% | 8.46% | -2.4% |
| Q1 2021 | $27,434,000 | +3.1% | 674,205 | +0.5% | 8.66% | -11.4% |
| Q4 2020 | $26,600,000 | +18.0% | 670,530 | +0.2% | 9.77% | +2.5% |
| Q3 2020 | $22,538,000 | +12.7% | 669,380 | +0.1% | 9.54% | +5.2% |
| Q2 2020 | $19,997,000 | +151.1% | 668,580 | +103.5% | 9.07% | +113.9% |
| Q1 2020 | $7,965,000 | -22.4% | 328,600 | 0.0% | 4.24% | -10.5% |
| Q4 2019 | $10,259,000 | – | 328,600 | – | 4.74% | – |
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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% |