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 | $273,000 | -86.7% | 11,087 | -84.6% | 0.30% | -85.8% |
| Q2 2022 | $2,058,000 | -10.6% | 71,768 | +1.9% | 2.08% | +2.0% |
| Q1 2022 | $2,301,000 | -4.7% | 70,460 | +7.5% | 2.04% | -2.1% |
| Q4 2021 | $2,415,000 | +10.3% | 65,540 | +11.8% | 2.09% | -1.0% |
| Q3 2021 | $2,189,000 | +43.8% | 58,647 | +62.2% | 2.11% | +41.4% |
| Q2 2021 | $1,522,000 | +4.0% | 36,167 | +0.6% | 1.49% | -4.5% |
| Q1 2021 | $1,463,000 | -34.8% | 35,944 | -36.5% | 1.56% | -18.6% |
| Q4 2020 | $2,244,000 | – | 56,566 | – | 1.92% | – |
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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% |