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 2023 | $9,761 | -4.6% | 366 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,230 | +191.6% | 366 | +190.5% | 0.00% | +100.0% |
| Q1 2023 | $3,508 | -91.1% | 126 | -91.5% | 0.00% | -91.7% |
| Q4 2022 | $39,513 | -89.8% | 1,481 | -89.0% | 0.01% | -88.8% |
| Q2 2022 | $388,000 | -95.8% | 13,517 | -95.2% | 0.11% | -95.5% |
| Q1 2022 | $9,180,000 | -7.7% | 281,074 | +4.1% | 2.38% | -2.4% |
| Q4 2021 | $9,948,000 | +37.7% | 269,950 | +39.4% | 2.43% | -17.7% |
| Q3 2021 | $7,226,000 | -33.1% | 193,621 | -24.6% | 2.96% | -4.5% |
| Q2 2021 | $10,805,000 | +43.1% | 256,835 | +38.4% | 3.10% | +21.8% |
| Q1 2021 | $7,552,000 | +9223.5% | 185,595 | +9033.6% | 2.54% | +4003.2% |
| Q4 2020 | $81,000 | – | 2,032 | – | 0.06% | – |
Download | ||||||
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% |