WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,707 | -4.6% | 139 | 0.0% | 0.00% | – |
Q2 2023 | $3,885 | -26.2% | 139 | -26.5% | 0.00% | – |
Q1 2023 | $5,261 | -90.4% | 189 | -90.8% | 0.00% | -100.0% |
Q4 2022 | $55,067 | -55.9% | 2,064 | -59.4% | 0.00% | -66.7% |
Q3 2022 | $125,000 | -14.4% | 5,083 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $146,000 | -11.5% | 5,083 | +0.3% | 0.01% | 0.0% |
Q1 2022 | $165,000 | +20.4% | 5,067 | +36.1% | 0.01% | +50.0% |
Q4 2021 | $137,000 | +33.0% | 3,722 | +34.4% | 0.01% | +33.3% |
Q3 2021 | $103,000 | -12.0% | 2,770 | 0.0% | 0.01% | -14.3% |
Q2 2021 | $117,000 | +3.5% | 2,770 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $113,000 | +2.7% | 2,770 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $110,000 | +18.3% | 2,770 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $93,000 | +12.0% | 2,770 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $83,000 | +336.8% | 2,770 | +259.7% | 0.01% | +300.0% |
Q1 2020 | $19,000 | +280.0% | 770 | +413.3% | 0.00% | – |
Q4 2019 | $5,000 | – | 150 | – | 0.00% | – |
Q3 2019 | $0 | – | 0 | – | 0.00% | – |
Q2 2019 | $0 | – | 0 | – | 0.00% | – |
Q1 2019 | $0 | – | 0 | – | 0.00% | – |
Q4 2018 | $0 | – | 0 | – | 0.00% | – |
Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download |
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% |