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 | $1,694,246 | +445.9% | 63,568 | +471.5% | 0.47% | +442.5% |
| Q2 2023 | $310,359 | -56.6% | 11,123 | -56.7% | 0.09% | -77.5% |
| Q1 2023 | $714,473 | -31.9% | 25,682 | -20.1% | 0.39% | -26.7% |
| Q1 2022 | $1,049,000 | +67.0% | 32,134 | +88.4% | 0.53% | +66.6% |
| Q4 2021 | $628,000 | -69.3% | 17,052 | -68.9% | 0.32% | -62.0% |
| Q3 2021 | $2,046,000 | -47.3% | 54,836 | -40.6% | 0.83% | -44.4% |
| Q2 2021 | $3,886,000 | +77.7% | 92,382 | +71.9% | 1.50% | +20.1% |
| Q1 2021 | $2,187,000 | +305.8% | 53,744 | +294.8% | 1.25% | +236.4% |
| Q4 2020 | $539,000 | – | 13,612 | – | 0.37% | – |
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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% |