WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $631,279 | -5.9% | 23,670 | -1.4% | 0.19% | -6.3% |
| Q2 2023 | $670,660 | +25.9% | 23,995 | +25.4% | 0.20% | +11.4% |
| Q1 2023 | $532,803 | -26.4% | 19,138 | -29.5% | 0.18% | -40.1% |
| Q4 2022 | $724,042 | -32.4% | 27,138 | -37.7% | 0.31% | -40.4% |
| Q3 2022 | $1,071,000 | -21.8% | 43,541 | -8.8% | 0.52% | -15.6% |
| Q2 2022 | $1,369,000 | -99.9% | 47,756 | -0.6% | 0.61% | +9.3% |
| Q1 2022 | $1,568,855,000 | +84978.9% | 48,036 | -4.0% | 0.56% | -22.1% |
| Q4 2021 | $1,844,000 | -1.4% | 50,052 | -0.2% | 0.72% | -1.6% |
| Q3 2021 | $1,871,000 | – | 50,157 | – | 0.73% | – |
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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% |