SMITHBRIDGE ASSET MANAGEMENT INC/DE - WISDOMTREE TR ownership

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
SMITHBRIDGE ASSET MANAGEMENT INC/DE ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$3150.0%11,286
-0.4%
0.07%
-6.3%
Q1 2023$315
-100.0%
11,327
-69.8%
0.08%
-80.5%
Q1 2022$1,223,000
-24.2%
37,454
-14.4%
0.40%
-17.5%
Q4 2021$1,613,000
-0.7%
43,766
+0.5%
0.49%
-8.9%
Q3 2021$1,625,000
-11.2%
43,534
+0.1%
0.54%
-9.6%
Q2 2021$1,830,00043,5100.60%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 325,666$10,636,0009.29%
ESL Trust Services, LLC 712,042$23,256,0007.15%
Melone Private Wealth, LLC 222,443$6,727,0005.49%
Stewardship Advisors, LLC 455,040$14,862,0005.48%
WESCAP Management Group, Inc. 392,582$12,821,0003.62%
TOMPKINS FINANCIAL CORP 770,755$25,173,0003.55%
Transamerica Financial Advisors, Inc. 2,833$93,0003.32%
Legacy Financial Group LLC 343,305$11,212,0003.29%
HOWARD FINANCIAL SERVICES, LTD. 335,090$10,944,0003.24%
ShoreHaven Wealth Partners, LLC 186,705$6,097,0003.22%
View complete list of WISDOMTREE TR shareholders