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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,207 | -11.0% | 11,031 | -6.7% | 0.02% | -6.2% |
| Q2 2023 | $330,608 | -1.3% | 11,829 | -1.7% | 0.02% | -11.1% |
| Q1 2023 | $334,895 | -4.9% | 12,029 | -8.8% | 0.02% | -14.3% |
| Q4 2022 | $352,032 | -44.6% | 13,195 | -40.5% | 0.02% | -51.2% |
| Q3 2022 | $636,000 | 0.0% | 22,172 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $636,000 | -60.7% | 22,172 | -49.5% | 0.04% | -55.2% |
| Q4 2021 | $1,619,000 | -17.7% | 43,933 | -16.7% | 0.10% | +52.4% |
| Q3 2021 | $1,967,000 | -26.3% | 52,711 | -16.9% | 0.06% | -25.9% |
| Q2 2021 | $2,669,000 | -80.5% | 63,452 | -81.2% | 0.08% | -82.8% |
| Q1 2021 | $13,720,000 | – | 337,172 | – | 0.49% | – |
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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% |