WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,264,665 | +5.3% | 47,419 | +10.4% | 0.02% | +5.6% |
| Q2 2023 | $1,200,745 | +6.0% | 42,960 | +5.5% | 0.02% | 0.0% |
| Q1 2023 | $1,133,215 | -1.7% | 40,705 | -5.8% | 0.02% | -5.3% |
| Q4 2022 | $1,153,178 | +65.0% | 43,223 | +52.2% | 0.02% | +46.2% |
| Q3 2022 | $699,000 | -20.8% | 28,406 | -7.8% | 0.01% | -23.5% |
| Q2 2022 | $883,000 | -15.5% | 30,795 | -3.8% | 0.02% | -5.6% |
| Q1 2022 | $1,045,000 | -39.3% | 31,995 | -31.5% | 0.02% | -35.7% |
| Q4 2021 | $1,721,000 | +57.6% | 46,700 | +59.7% | 0.03% | +33.3% |
| Q3 2021 | $1,092,000 | -11.1% | 29,249 | +0.1% | 0.02% | -12.5% |
| Q2 2021 | $1,229,000 | +1.0% | 29,216 | -2.3% | 0.02% | -11.1% |
| Q1 2021 | $1,217,000 | +8.5% | 29,918 | +5.8% | 0.03% | -3.6% |
| Q4 2020 | $1,122,000 | – | 28,280 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |