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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $360,888 | +0.5% | 11,782 | -3.3% | 0.06% | -3.3% |
| Q1 2024 | $359,039 | -8.6% | 12,187 | -10.4% | 0.06% | -19.7% |
| Q4 2023 | $392,640 | -10.6% | 13,596 | -17.4% | 0.08% | -24.8% |
| 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 | 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% |