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 | $200,878 | -80.1% | 7,532 | -79.1% | 0.11% | -82.6% |
| Q2 2023 | $1,009,051 | -3.5% | 36,102 | -3.9% | 0.64% | -6.3% |
| Q1 2023 | $1,045,531 | -0.6% | 37,555 | -4.8% | 0.69% | -3.8% |
| Q4 2022 | $1,052,000 | -7.6% | 39,428 | -14.7% | 0.71% | -22.8% |
| Q3 2022 | $1,138,000 | -16.3% | 46,221 | -2.4% | 0.92% | -19.3% |
| Q2 2022 | $1,359,000 | -27.0% | 47,371 | -16.9% | 1.14% | -15.7% |
| Q1 2022 | $1,861,000 | +13.1% | 56,976 | +27.6% | 1.36% | +12.1% |
| Q4 2021 | $1,646,000 | – | 44,656 | – | 1.21% | – |
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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% |