WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $35,447 | +1.0% | 1,268 | +0.6% | 0.04% | 0.0% |
Q1 2023 | $35,100 | -33.5% | 1,260 | -36.3% | 0.04% | -12.2% |
Q4 2022 | $52,817 | -62.8% | 1,979 | -65.8% | 0.04% | -63.7% |
Q3 2022 | $142,000 | -34.6% | 5,780 | -23.5% | 0.11% | -30.7% |
Q2 2022 | $217,000 | -91.0% | 7,553 | -89.8% | 0.16% | -89.7% |
Q1 2022 | $2,420,000 | +23.7% | 74,104 | +39.5% | 1.59% | +33.2% |
Q4 2021 | $1,957,000 | -20.2% | 53,117 | -19.2% | 1.19% | -23.2% |
Q3 2021 | $2,452,000 | -36.3% | 65,707 | -28.2% | 1.55% | -34.7% |
Q2 2021 | $3,850,000 | +7.3% | 91,517 | +3.8% | 2.38% | +2.1% |
Q1 2021 | $3,588,000 | -8.6% | 88,177 | -10.9% | 2.33% | -11.7% |
Q4 2020 | $3,925,000 | – | 98,946 | – | 2.64% | – |
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% |