BENJAMIN EDWARDS INC - 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
BENJAMIN EDWARDS INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$82,000
-41.4%
2,523
-33.8%
0.02%
-46.7%
Q4 2021$140,000
-3.4%
3,811
-1.7%
0.04%
-48.9%
Q3 2021$145,000
-2.7%
3,876
+9.8%
0.09%
-13.7%
Q2 2021$149,0003,5310.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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