WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 234 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,205 | -7.9% | 16,468 | -3.5% | 0.10% | -9.8% |
| Q2 2023 | $477,119 | +6.2% | 17,070 | +5.8% | 0.11% | -1.8% |
| Q1 2023 | $449,091 | +4.7% | 16,131 | +0.3% | 0.11% | -7.3% |
| Q4 2022 | $428,885 | +55.4% | 16,075 | +43.4% | 0.12% | +33.7% |
| Q3 2022 | $276,000 | -14.8% | 11,207 | -0.7% | 0.09% | -13.2% |
| Q2 2022 | $324,000 | -41.2% | 11,287 | -33.1% | 0.11% | -33.3% |
| Q1 2022 | $551,000 | – | 16,863 | – | 0.16% | – |
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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% |