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 2022 | $6,000 | -70.0% | 201 | -66.6% | 0.00% | -50.0% |
| Q1 2022 | $20,000 | -9.1% | 601 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $22,000 | 0.0% | 601 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -12.0% | 601 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 601 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | 0.0% | 601 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $24,000 | – | 601 | – | 0.00% | – |
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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% |