WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,922,266 | +0.7% | 72,076 | +5.6% | 0.44% | +3.1% |
| Q2 2023 | $1,908,230 | +32.1% | 68,273 | +31.6% | 0.43% | +25.7% |
| Q1 2023 | $1,444,144 | +19.9% | 51,873 | +16.1% | 0.34% | -19.5% |
| Q4 2022 | $1,204,141 | -30.8% | 44,664 | -36.8% | 0.42% | -38.4% |
| Q3 2022 | $1,739,000 | -14.5% | 70,634 | -0.1% | 0.68% | -1.0% |
| Q2 2022 | $2,035,000 | -10.0% | 70,723 | +2.2% | 0.69% | +1.8% |
| Q1 2022 | $2,261,000 | -5.8% | 69,232 | +6.3% | 0.68% | -4.2% |
| Q4 2021 | $2,400,000 | +0.1% | 65,122 | +3.5% | 0.71% | -1.1% |
| Q3 2021 | $2,397,000 | 0.0% | 62,924 | +3.1% | 0.72% | -4.8% |
| Q2 2021 | $2,397,000 | +0.6% | 61,023 | +5.5% | 0.75% | -0.3% |
| Q1 2021 | $2,382,000 | +14.9% | 57,846 | +10.6% | 0.75% | -3.9% |
| Q4 2020 | $2,074,000 | – | 52,284 | – | 0.78% | – |
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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% |