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 | $2,869,021 | -1.2% | 107,575 | +3.5% | 2.27% | +1.3% |
| Q2 2023 | $2,904,225 | +9.3% | 103,908 | +8.9% | 2.24% | +11.9% |
| Q1 2023 | $2,657,398 | +10.9% | 95,453 | +6.2% | 2.01% | +4.2% |
| Q4 2022 | $2,397,236 | +6.3% | 89,851 | -1.9% | 1.93% | +3.0% |
| Q3 2022 | $2,256,000 | -10.9% | 91,628 | +3.8% | 1.87% | -26.8% |
| Q2 2022 | $2,532,000 | -10.2% | 88,283 | +2.2% | 2.55% | +0.6% |
| Q1 2022 | $2,820,000 | -100.0% | 86,341 | -52.7% | 2.54% | -60.4% |
| Q4 2021 | $6,729,659,000 | – | 182,623 | – | 6.41% | – |
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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% |