WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $148,370 | +2.2% | 5,563 | +7.1% | 0.02% | 0.0% |
| Q2 2023 | $145,214 | +21.3% | 5,196 | +20.8% | 0.02% | +6.2% |
| Q1 2023 | $119,703 | -0.6% | 4,300 | -4.7% | 0.02% | -11.1% |
| Q4 2022 | $120,371 | -6.7% | 4,512 | -14.1% | 0.02% | -14.3% |
| Q3 2022 | $129,000 | -67.8% | 5,255 | -62.3% | 0.02% | -68.2% |
| Q2 2022 | $400,000 | -87.7% | 13,946 | -86.0% | 0.07% | -86.6% |
| Q1 2022 | $3,242,000 | +13.2% | 99,278 | +27.8% | 0.49% | +14.4% |
| Q4 2021 | $2,863,000 | +16.4% | 77,690 | +17.8% | 0.43% | +5.9% |
| Q3 2021 | $2,460,000 | -2.0% | 65,926 | +10.4% | 0.41% | -6.7% |
| Q2 2021 | $2,511,000 | +445.9% | 59,697 | +428.6% | 0.44% | +384.4% |
| Q1 2021 | $460,000 | +11.1% | 11,293 | +8.3% | 0.09% | +2.3% |
| Q4 2020 | $414,000 | +60.5% | 10,426 | +36.1% | 0.09% | +37.5% |
| Q3 2020 | $258,000 | +3125.0% | 7,658 | +2951.0% | 0.06% | +3100.0% |
| Q2 2020 | $8,000 | +300.0% | 251 | +234.7% | 0.00% | +100.0% |
| Q4 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | – | 75 | – | 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% |