Strategic Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Strategic Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$132,000
-76.3%
5,369
-72.4%
0.23%
-74.4%
Q2 2022$558,000
-12.8%
19,469
-0.6%
0.89%
-1.4%
Q1 2022$640,000
-7.0%
19,586
+4.8%
0.91%
-5.4%
Q4 2021$688,000
-17.5%
18,682
-16.0%
0.96%
-18.2%
Q3 2021$834,00022,2281.17%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 421,233$11,234,2887.43%
ESL Trust Services, LLC 772,118$20,592,3876.56%
Legacy Financial Group LLC 588,118$15,685,108,0003.69%
Refined Wealth Management 152,338$4,062,8773.65%
Michael S. Ryan, Inc. 147,531$3,806,3003.63%
Melone Private Wealth, LLC 173,117$4,617,0423.30%
Elwood & Goetz Wealth Advisory Group, LLC 428,408$11,425,6502.65%
Harel Insurance Investments & Financial Services Ltd. 4,821,546$128,5912.54%
Vertex Planning Partners, LLC 260,953$6,959,6242.40%
Rise Advisors, LLC 107,575$2,869,0212.27%
View complete list of WISDOMTREE TR shareholders