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 | $1,200,617 | -20.3% | 45,025 | -16.5% | 0.00% | -25.0% |
Q2 2023 | $1,505,870 | -3.8% | 53,905 | -4.2% | 0.00% | -20.0% |
Q1 2023 | $1,565,745 | -0.0% | 56,240 | -4.1% | 0.01% | +25.0% |
Q4 2022 | $1,566,186 | -3.0% | 58,645 | -10.7% | 0.00% | -20.0% |
Q3 2022 | $1,615,000 | +10.7% | 65,667 | +29.2% | 0.01% | +66.7% |
Q2 2022 | $1,459,000 | -19.4% | 50,815 | -8.3% | 0.00% | 0.0% |
Q1 2022 | $1,810,000 | -8.0% | 55,405 | +3.6% | 0.00% | 0.0% |
Q4 2021 | $1,968,000 | -97.7% | 53,455 | -97.7% | 0.00% | -98.0% |
Q3 2021 | $87,203,000 | -73.3% | 2,336,665 | -69.9% | 0.15% | -74.6% |
Q2 2021 | $326,365,000 | +72.1% | 7,757,654 | +66.5% | 0.60% | +61.8% |
Q1 2021 | $189,603,000 | +647.4% | 4,659,680 | +628.6% | 0.37% | +588.9% |
Q4 2020 | $25,369,000 | – | 639,500 | – | 0.05% | – |
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% |