Beaumont Financial Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$507,000
-41.0%
20,592
-31.4%
0.05%
-36.4%
Q2 2022$860,000
-15.9%
29,997
-4.1%
0.08%
-1.3%
Q1 2022$1,022,000
-53.8%
31,282
-47.8%
0.08%
-51.2%
Q4 2021$2,210,000
-9.6%
59,978
-8.5%
0.16%
-15.3%
Q3 2021$2,446,000
-87.3%
65,548
-85.7%
0.19%
-87.2%
Q2 2021$19,326,000
-20.6%
459,392
-23.2%
1.47%
-28.5%
Q1 2021$24,332,000
+101.8%
597,991
+96.7%
2.06%
+92.4%
Q4 2020$12,060,000
+198.7%
303,991
+153.4%
1.07%
+177.5%
Q3 2020$4,038,000
-13.8%
119,987
-23.4%
0.39%
-21.1%
Q2 2020$4,684,000
+146.7%
156,623
+101.4%
0.49%
+103.8%
Q1 2020$1,899,000
-81.7%
77,751
-76.6%
0.24%
-76.4%
Q4 2019$10,355,000
-8.8%
331,692
-19.3%
1.02%
-10.1%
Q3 2019$11,358,000
-5.3%
410,795
-1.1%
1.13%
-8.6%
Q2 2019$11,991,000
-9.4%
415,332
-9.5%
1.24%
-12.6%
Q1 2019$13,238,000
+243.8%
459,179
+204.7%
1.42%
+126.0%
Q4 2018$3,851,000150,6770.63%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 352,050$8,667,0008.73%
ESL Trust Services, LLC 711,877$17,526,0006.51%
Melone Private Wealth, LLC 235,181$6,018,0005.26%
Legacy Financial Group LLC 436,470$10,746,0003.59%
TOMPKINS FINANCIAL CORP 801,204$19,726,0003.33%
WESCAP Management Group, Inc. 343,038$8,445,0003.23%
Amplius Wealth Advisors, LLC 706,392$17,391,0003.11%
Refined Wealth Management 139,239$3,428,0003.09%
Stewardship Advisors, LLC 284,250$6,998,0003.03%
ETF Store, Inc. 131,806$3,245,0002.83%
View complete list of WISDOMTREE TR shareholders