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 | $4,557,000 | -16.0% | 170,723 | -12.2% | 0.01% | -18.2% |
| Q2 2023 | $5,428,000 | +0.9% | 194,493 | +0.6% | 0.01% | -8.3% |
| Q1 2023 | $5,381,000 | +1.5% | 193,369 | -2.6% | 0.01% | 0.0% |
| Q4 2022 | $5,301,000 | +38.2% | 198,596 | +27.4% | 0.01% | +20.0% |
| Q3 2022 | $3,835,000 | -17.8% | 155,824 | -4.1% | 0.01% | -16.7% |
| Q2 2022 | $4,665,000 | +201.6% | 162,510 | +242.7% | 0.01% | +300.0% |
| Q1 2022 | $1,547,000 | -81.4% | 47,425 | -79.0% | 0.00% | -83.3% |
| Q4 2021 | $8,331,000 | -10.2% | 226,124 | -9.0% | 0.02% | -28.0% |
| Q3 2021 | $9,279,000 | -14.8% | 248,569 | -4.0% | 0.02% | -21.9% |
| Q2 2021 | $10,892,000 | +20.2% | 258,797 | +16.2% | 0.03% | +10.3% |
| Q1 2021 | $9,058,000 | +236.6% | 222,630 | +178.8% | 0.03% | +123.1% |
| Q3 2020 | $2,691,000 | – | 79,841 | – | 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% |