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 | $1,054,210 | -27.6% | 39,528 | -24.1% | 0.16% | -16.0% |
| Q2 2023 | $1,455,873 | -27.5% | 52,088 | -27.8% | 0.19% | -28.8% |
| Q1 2023 | $2,007,551 | -7.2% | 72,110 | -11.0% | 0.26% | -12.0% |
| Q4 2022 | $2,162,157 | -16.1% | 81,040 | -22.6% | 0.30% | -27.7% |
| Q3 2022 | $2,576,000 | -29.6% | 104,636 | -18.0% | 0.42% | -26.0% |
| Q2 2022 | $3,661,000 | -38.7% | 127,633 | -30.2% | 0.56% | -30.2% |
| Q1 2022 | $5,971,000 | -25.9% | 182,810 | -16.4% | 0.80% | -24.9% |
| Q4 2021 | $8,061,000 | +7.9% | 218,752 | +14.2% | 1.07% | +6.2% |
| Q3 2021 | $7,470,000 | +2317.5% | 191,490 | +2510.6% | 1.01% | +2300.0% |
| Q2 2021 | $309,000 | – | 7,335 | – | 0.04% | – |
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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% |