WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $190,984 | -9.1% | 7,161 | -4.7% | 0.06% | -8.6% |
| Q2 2023 | $210,016 | +43.3% | 7,514 | +42.7% | 0.07% | +32.1% |
| Q1 2023 | $146,578 | -27.4% | 5,265 | -35.8% | 0.05% | -44.2% |
| Q4 2022 | $201,810 | -0.1% | 8,197 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $202,000 | -31.1% | 8,197 | -20.3% | 0.10% | -40.3% |
| Q2 2022 | $293,000 | +876.7% | 10,282 | +1009.2% | 0.16% | +960.0% |
| Q1 2022 | $30,000 | +66.7% | 927 | +89.2% | 0.02% | +66.7% |
| Q4 2021 | $18,000 | +5.9% | 490 | +8.4% | 0.01% | -10.0% |
| Q3 2021 | $17,000 | +88.9% | 452 | +92.3% | 0.01% | +100.0% |
| Q2 2021 | $9,000 | +350.0% | 235 | +291.7% | 0.01% | +400.0% |
| Q1 2021 | $2,000 | – | 60 | – | 0.00% | – |
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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% |