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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,395 | -25.0% | 12,426 | -21.4% | 0.09% | -24.8% |
| Q2 2023 | $441,666 | -21.5% | 15,802 | -21.9% | 0.12% | -30.1% |
| Q1 2023 | $562,953 | -74.3% | 20,221 | -75.4% | 0.17% | -77.6% |
| Q4 2022 | $2,190,855 | +54.1% | 82,116 | +42.2% | 0.77% | +35.0% |
| Q3 2022 | $1,422,000 | -81.7% | 57,754 | -78.7% | 0.57% | -81.6% |
| Q2 2022 | $7,784,000 | +502.9% | 271,394 | +586.6% | 3.10% | +529.9% |
| Q1 2022 | $1,291,000 | -58.6% | 39,525 | -53.3% | 0.49% | -62.3% |
| Q4 2021 | $3,122,000 | +126.6% | 84,713 | +129.5% | 1.30% | +107.8% |
| Q3 2021 | $1,378,000 | +14.8% | 36,918 | +29.4% | 0.63% | +10.6% |
| Q2 2021 | $1,200,000 | – | 28,530 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 406,034 | $11,303,979 | 8.05% |
| ESL Trust Services, LLC | 710,287 | $19,774,389 | 6.40% |
| Stewardship Advisors, LLC | 487,839 | $13,581,435 | 5.22% |
| Legacy Financial Group LLC | 580,154 | $16,151,489 | 4.42% |
| ShoreHaven Wealth Partners, LLC | 200,183 | $5,573,100 | 3.91% |
| Refined Wealth Management | 147,555 | $4,107,922 | 3.63% |
| Melone Private Wealth, LLC | 152,590 | $4,203,846 | 3.21% |
| Elwood & Goetz Wealth Advisory Group, LLC | 438,654 | $12,212,123 | 2.92% |
| Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $134,232 | 2.75% |
| ETF Store, Inc. | 133,852 | $3,569,836 | 2.72% |