WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,075,320 | +28.9% | 218,223 | +14.0% | 1.26% | -11.7% |
| Q3 2022 | $4,715,000 | -2.3% | 191,495 | +13.8% | 1.42% | -5.6% |
| Q2 2022 | $4,827,000 | -3.4% | 168,321 | +10.1% | 1.51% | +28.3% |
| Q1 2022 | $4,995,000 | -15.8% | 152,947 | -5.0% | 1.18% | -14.8% |
| Q4 2021 | $5,935,000 | -0.9% | 161,045 | +0.3% | 1.38% | -3.3% |
| Q3 2021 | $5,991,000 | +20.0% | 160,532 | +35.3% | 1.43% | +7.0% |
| Q2 2021 | $4,991,000 | – | 118,627 | – | 1.33% | – |
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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% |