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 2023 | $2,042,049 | +213.3% | 62,524 | +155.9% | 1.21% | +173.5% |
| Q4 2022 | $651,881 | +3.8% | 24,433 | -4.3% | 0.44% | +14.0% |
| Q3 2022 | $628,000 | -14.3% | 25,520 | -0.1% | 0.39% | -5.4% |
| Q2 2022 | $733,000 | -64.1% | 25,558 | -59.1% | 0.41% | -53.6% |
| Q1 2022 | $2,042,000 | +11.8% | 62,524 | +26.1% | 0.88% | +11.5% |
| Q4 2021 | $1,827,000 | +4.6% | 49,576 | +6.0% | 0.79% | -21.0% |
| Q3 2021 | $1,746,000 | -6.5% | 46,774 | +5.9% | 1.00% | -2.8% |
| Q2 2021 | $1,868,000 | +10.7% | 44,148 | +6.4% | 1.03% | -1.8% |
| Q1 2021 | $1,688,000 | +3209.8% | 41,490 | +3131.3% | 1.05% | +2520.0% |
| Q4 2020 | $51,000 | – | 1,284 | – | 0.04% | – |
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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% |