CALIBER WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 224 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CALIBER WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$1,092,000
-0.3%
28,397
+9.1%
0.77%
-0.6%
Q2 2021$1,095,000
+64.7%
26,032
+59.2%
0.78%
+60.5%
Q1 2021$665,000
+16.7%
16,349
+13.7%
0.48%
-13.6%
Q4 2020$570,00014,3730.56%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 406,034$11,303,9798.05%
ESL Trust Services, LLC 710,287$19,774,3896.40%
Stewardship Advisors, LLC 487,839$13,581,4355.22%
Legacy Financial Group LLC 580,154$16,151,4894.42%
ShoreHaven Wealth Partners, LLC 200,183$5,573,1003.91%
Refined Wealth Management 147,555$4,107,9223.63%
Melone Private Wealth, LLC 152,590$4,203,8463.21%
Elwood & Goetz Wealth Advisory Group, LLC 438,654$12,212,1232.92%
Harel Insurance Investments & Financial Services Ltd. 4,821,546$134,2322.75%
ETF Store, Inc. 133,852$3,569,8362.72%
View complete list of WISDOMTREE TR shareholders