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 | $6,722,200 | -55.6% | 252,051 | -53.5% | 0.00% | -66.7% |
Q2 2023 | $15,135,400 | +6038.2% | 541,517 | +6014.0% | 0.00% | – |
Q1 2023 | $246,579 | -96.4% | 8,857 | -96.5% | 0.00% | -100.0% |
Q4 2022 | $6,778,347 | -49.9% | 254,061 | -53.8% | 0.00% | -33.3% |
Q3 2022 | $13,526,000 | -41.5% | 549,393 | -31.8% | 0.00% | -50.0% |
Q2 2022 | $23,118,000 | -32.8% | 806,074 | -23.4% | 0.01% | -14.3% |
Q1 2022 | $34,387,000 | +233.1% | 1,052,858 | +275.9% | 0.01% | +250.0% |
Q4 2021 | $10,322,000 | -2.4% | 280,094 | +11.4% | 0.00% | 0.0% |
Q2 2021 | $10,581,000 | +2499.8% | 251,504 | +2416.0% | 0.00% | – |
Q1 2021 | $407,000 | -98.0% | 9,996 | -98.1% | 0.00% | -100.0% |
Q4 2020 | $20,369,000 | +493.7% | 513,454 | +403.9% | 0.01% | +400.0% |
Q3 2020 | $3,431,000 | -50.6% | 101,903 | -59.4% | 0.00% | -66.7% |
Q3 2019 | $6,945,000 | +26.0% | 251,180 | +33.9% | 0.00% | 0.0% |
Q2 2018 | $5,513,000 | +82.2% | 187,629 | +100.5% | 0.00% | +50.0% |
Q1 2018 | $3,026,000 | – | 93,583 | – | 0.00% | – |
Download |
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% |