WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,685,108,000 | +89802.6% | 588,118 | -5.8% | 3.69% | -18.0% |
| Q2 2023 | $17,446,788 | +8.0% | 624,214 | +7.6% | 4.50% | +1.7% |
| Q1 2023 | $16,151,489 | +19.8% | 580,154 | +14.8% | 4.42% | +9.5% |
| Q4 2022 | $13,483,399 | +25.5% | 505,375 | +15.8% | 4.04% | +12.6% |
| Q3 2022 | $10,746,000 | -8.5% | 436,470 | +6.6% | 3.59% | -3.2% |
| Q2 2022 | $11,744,000 | +4.7% | 409,485 | +19.3% | 3.70% | +12.7% |
| Q1 2022 | $11,212,000 | +22.3% | 343,305 | +35.4% | 3.29% | -16.6% |
| Q4 2021 | $9,166,000 | -18.3% | 253,618 | -15.7% | 3.94% | +17.4% |
| Q3 2021 | $11,223,000 | -0.3% | 300,712 | +12.4% | 3.36% | -1.2% |
| Q2 2021 | $11,255,000 | +28.1% | 267,519 | +23.9% | 3.40% | +11.4% |
| Q1 2021 | $8,783,000 | +37.5% | 215,854 | +34.1% | 3.05% | +24.3% |
| Q4 2020 | $6,386,000 | – | 160,989 | – | 2.46% | – |
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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% |