WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 232 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,128,818 | +6.4% | 298,035 | +2.3% | 2.09% | +5.3% |
| Q1 2024 | $8,580,300 | +12.7% | 291,253 | +10.5% | 1.98% | +9.4% |
| Q4 2023 | $7,610,410 | -1.6% | 263,518 | -9.2% | 1.81% | -11.7% |
| Q3 2023 | $7,737,991 | -1.8% | 290,138 | +2.9% | 2.05% | -0.2% |
| Q2 2023 | $7,882,776 | +0.9% | 282,031 | +0.5% | 2.05% | -4.9% |
| Q1 2023 | $7,809,192 | -12.3% | 280,503 | -15.9% | 2.16% | -17.4% |
| Q4 2022 | $8,901,351 | +9.0% | 333,634 | +0.6% | 2.62% | +0.6% |
| Q3 2022 | $8,164,000 | -11.8% | 331,601 | +2.8% | 2.60% | -10.4% |
| Q2 2022 | $9,255,000 | -12.4% | 322,692 | -0.2% | 2.90% | +2.5% |
| Q1 2022 | $10,565,000 | +65.6% | 323,472 | +86.8% | 2.83% | +6.9% |
| Q4 2021 | $6,379,000 | – | 173,121 | – | 2.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 406,034 | $11,303,979 | 8.05% |
| ESL Trust Services, LLC | 710,287 | $19,774,389 | 6.40% |
| Stewardship Advisors, LLC | 487,839 | $13,581,435 | 5.22% |
| Legacy Financial Group LLC | 580,154 | $16,151,489 | 4.42% |
| ShoreHaven Wealth Partners, LLC | 200,183 | $5,573,100 | 3.91% |
| Refined Wealth Management | 147,555 | $4,107,922 | 3.63% |
| Melone Private Wealth, LLC | 152,590 | $4,203,846 | 3.21% |
| Elwood & Goetz Wealth Advisory Group, LLC | 438,654 | $12,212,123 | 2.92% |
| Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $134,232 | 2.75% |
| ETF Store, Inc. | 133,852 | $3,569,836 | 2.72% |