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 | $674,169 | -4.9% | 25,278 | -0.4% | 0.43% | -8.0% |
| Q2 2023 | $709,021 | -2.2% | 25,367 | -2.6% | 0.46% | +1.8% |
| Q1 2023 | $724,930 | +7.9% | 26,039 | +3.4% | 0.46% | -1.3% |
| Q4 2022 | $671,620 | +7.5% | 25,173 | -0.9% | 0.46% | -1.3% |
| Q3 2022 | $625,000 | -17.9% | 25,396 | -4.2% | 0.47% | -14.7% |
| Q2 2022 | $761,000 | -13.3% | 26,521 | -1.3% | 0.55% | -7.4% |
| Q1 2022 | $878,000 | -16.3% | 26,869 | -5.6% | 0.59% | -12.1% |
| Q4 2021 | $1,049,000 | – | 28,475 | – | 0.68% | – |
Download | ||||||
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% |