WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,738,144 | +176.0% | 290,134 | +189.3% | 2.18% | -14.0% |
| Q2 2023 | $2,803,546 | +14.8% | 100,294 | +14.3% | 2.54% | +71.9% |
| Q1 2023 | $2,441,994 | -64.0% | 87,716 | -65.5% | 1.48% | -26.7% |
| Q4 2022 | $6,791,542 | +99.6% | 254,545 | +84.2% | 2.01% | +81.8% |
| Q3 2022 | $3,402,000 | -24.1% | 138,163 | -11.6% | 1.11% | -29.2% |
| Q2 2022 | $4,481,000 | -16.6% | 156,213 | -5.0% | 1.56% | -22.4% |
| Q1 2022 | $5,373,000 | -16.2% | 164,512 | -5.5% | 2.01% | -14.2% |
| Q4 2021 | $6,414,000 | -13.7% | 174,025 | -12.6% | 2.35% | -28.4% |
| Q3 2021 | $7,431,000 | -12.5% | 199,104 | -1.4% | 3.28% | -33.5% |
| Q2 2021 | $8,494,000 | -8.7% | 201,886 | -11.7% | 4.94% | -37.0% |
| Q1 2021 | $9,305,000 | – | 228,653 | – | 7.83% | – |
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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% |