WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $327,000 | -22.1% | 12,712 | -14.1% | 0.10% | -17.2% |
| Q2 2022 | $420,000 | -90.6% | 14,807 | -89.8% | 0.12% | -89.7% |
| Q1 2022 | $4,478,000 | +15.8% | 144,971 | +37.2% | 1.19% | +17.3% |
| Q4 2021 | $3,868,000 | -24.9% | 105,660 | -20.9% | 1.01% | -28.4% |
| Q3 2021 | $5,149,000 | -20.9% | 133,495 | -16.7% | 1.42% | -24.1% |
| Q2 2021 | $6,513,000 | +17.1% | 160,253 | +19.0% | 1.87% | +3.1% |
| Q1 2021 | $5,563,000 | +1.8% | 134,635 | +9.2% | 1.81% | -2.7% |
| Q4 2020 | $5,465,000 | – | 123,282 | – | 1.86% | – |
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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% |