WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $230 | -99.9% | 8,603 | +42.7% | 0.01% | +20.0% |
| Q4 2021 | $222,000 | -1.3% | 6,028 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $225,000 | -11.4% | 6,033 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $254,000 | +3.7% | 6,033 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $245,000 | +7.5% | 6,033 | +5.0% | 0.01% | 0.0% |
| Q4 2020 | $228,000 | +0.4% | 5,748 | -14.7% | 0.01% | -14.3% |
| Q3 2020 | $227,000 | -3.8% | 6,740 | -14.6% | 0.01% | -12.5% |
| Q2 2020 | $236,000 | – | 7,890 | – | 0.01% | – |
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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% |