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 | $1,491,579 | -11.2% | 55,969 | -2.9% | 1.32% | +4.6% |
| Q2 2023 | $1,679,927 | +117.1% | 57,650 | +107.4% | 1.26% | +76.9% |
| Q1 2023 | $773,790 | +1.2% | 27,794 | -3.0% | 0.72% | -0.6% |
| Q4 2022 | $764,440 | -20.6% | 28,652 | -26.8% | 0.72% | -20.7% |
| Q3 2022 | $963,000 | -23.5% | 39,132 | -9.7% | 0.91% | -17.1% |
| Q2 2022 | $1,259,000 | -15.5% | 43,312 | -5.1% | 1.09% | +4.4% |
| Q1 2022 | $1,490,000 | -16.7% | 45,623 | -6.0% | 1.05% | -16.6% |
| Q4 2021 | $1,789,000 | – | 48,539 | – | 1.26% | – |
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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% |