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 | $36,675,596 | -52.1% | 1,363,431 | -50.6% | 0.59% | -3.4% |
| Q2 2023 | $76,646,192 | +108.0% | 2,761,724 | +106.9% | 0.62% | -3.3% |
| Q1 2023 | $36,857,710 | +2.0% | 1,334,592 | +0.5% | 0.64% | +2.6% |
| Q4 2022 | $36,132,839 | -6.8% | 1,328,202 | -14.9% | 0.62% | -9.2% |
| Q3 2022 | $38,785,000 | -15.9% | 1,560,259 | -3.0% | 0.68% | -13.3% |
| Q2 2022 | $46,136,000 | -30.3% | 1,608,650 | -20.7% | 0.79% | -19.8% |
| Q1 2022 | $66,225,000 | -8.5% | 2,027,698 | +3.4% | 0.98% | -16.7% |
| Q4 2021 | $72,355,000 | +0.8% | 1,961,468 | +2.0% | 1.18% | +0.2% |
| Q3 2021 | $71,782,000 | +14372.2% | 1,923,420 | +16202.9% | 1.18% | +19516.7% |
| Q2 2021 | $496,000 | +106.7% | 11,798 | +100.0% | 0.01% | -14.3% |
| Q1 2021 | $240,000 | – | 5,899 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |