WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $325,000 | +1.9% | 9,948 | +15.1% | 0.16% | +5.4% |
| Q4 2021 | $319,000 | -11.6% | 8,646 | -10.6% | 0.15% | -21.8% |
| Q3 2021 | $361,000 | -33.6% | 9,672 | -25.2% | 0.19% | -35.6% |
| Q2 2021 | $544,000 | +16.0% | 12,930 | +12.1% | 0.29% | +9.0% |
| Q1 2021 | $469,000 | -5.3% | 11,531 | -7.6% | 0.27% | -16.8% |
| Q4 2020 | $495,000 | +126.0% | 12,485 | +91.3% | 0.32% | +69.5% |
| Q3 2020 | $219,000 | – | 6,528 | – | 0.19% | – |
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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% |