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 | $27,950 | -4.6% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $29,292 | +0.4% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $29,176 | +4.3% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $27,961 | -35.0% | 1,048 | -39.9% | 0.00% | -50.0% |
| Q3 2022 | $43,000 | -14.0% | 1,743 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $50,000 | -12.3% | 1,743 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $57,000 | -55.5% | 1,743 | -50.0% | 0.00% | 0.0% |
| Q4 2021 | $128,000 | +228.2% | 3,486 | +232.6% | 0.00% | +100.0% |
| Q3 2021 | $39,000 | -11.4% | 1,048 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | +528.6% | 1,048 | +479.0% | 0.00% | – |
| Q1 2021 | $7,000 | – | 181 | – | 0.00% | – |
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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% |