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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $315 | 0.0% | 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 | $1,830,000 | – | 43,510 | – | 0.60% | – |
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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% |