WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 120 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,772 | -19.6% | 9,853 | -15.7% | 0.06% | -16.7% |
| Q2 2023 | $327,000 | +1.2% | 11,682 | +0.6% | 0.08% | -2.5% |
| Q1 2023 | $323,000 | -84.6% | 11,617 | -85.2% | 0.08% | -85.4% |
| Q4 2022 | $2,096,000 | -2.9% | 78,578 | -10.4% | 0.55% | -10.5% |
| Q3 2022 | $2,159,000 | -16.9% | 87,683 | -3.2% | 0.61% | -13.2% |
| Q2 2022 | $2,597,000 | -74.3% | 90,556 | -70.8% | 0.70% | -71.5% |
| Q1 2022 | $10,118,000 | +3.2% | 309,784 | +16.5% | 2.47% | +0.9% |
| Q4 2021 | $9,800,000 | -7.9% | 265,936 | -6.7% | 2.45% | -16.4% |
| Q3 2021 | $10,638,000 | -25.8% | 285,040 | -16.3% | 2.93% | -26.7% |
| Q2 2021 | $14,334,000 | +76.5% | 340,722 | +70.7% | 4.00% | +56.5% |
| Q1 2021 | $8,122,000 | +3.7% | 199,608 | +1.1% | 2.56% | -5.3% |
| Q4 2020 | $7,834,000 | +68.2% | 197,489 | +42.8% | 2.70% | +49.3% |
| Q3 2020 | $4,657,000 | +43.6% | 138,302 | +27.6% | 1.81% | +27.1% |
| Q2 2020 | $3,242,000 | – | 108,404 | – | 1.42% | – |
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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% |