WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $370 | -97.8% | 13,868 | -97.7% | 0.02% | -97.7% |
Q2 2023 | $16,886 | +115.2% | 604,152 | +105.4% | 0.73% | +85.8% |
Q4 2022 | $7,846 | -99.7% | 294,074 | +154.2% | 0.40% | +158.2% |
Q3 2022 | $2,849,000 | -40.6% | 115,708 | -30.8% | 0.15% | -40.2% |
Q2 2022 | $4,794,000 | -49.1% | 167,149 | -42.1% | 0.26% | -21.2% |
Q1 2022 | $9,424,000 | -55.0% | 288,556 | -49.3% | 0.32% | -42.2% |
Q4 2021 | $20,962,000 | -71.9% | 568,854 | -71.5% | 0.56% | -81.2% |
Q3 2021 | $74,547,000 | – | 1,997,513 | – | 3.00% | – |
Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2021 | $2,432,000 | -88.4% | 59,764 | -88.7% | 0.13% | -90.8% |
Q4 2020 | $21,052,000 | +53.1% | 530,674 | +29.9% | 1.44% | +41.1% |
Q3 2020 | $13,754,000 | +4562.4% | 408,500 | +3433.7% | 1.02% | +5572.2% |
Q4 2018 | $295,000 | – | 11,560 | – | 0.02% | – |
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% |