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 | $2,402,687 | -53.4% | 90,089 | -51.2% | 0.01% | -55.0% |
| Q2 2023 | $5,158,392 | -71.6% | 184,558 | -71.7% | 0.02% | -75.0% |
| Q1 2023 | $18,184,743 | -17.3% | 653,188 | -20.7% | 0.08% | -27.9% |
| Q4 2022 | $21,989,185 | -14.6% | 824,182 | -21.2% | 0.11% | -26.0% |
| Q3 2022 | $25,752,000 | -24.7% | 1,045,992 | -12.3% | 0.15% | -32.1% |
| Q2 2022 | $34,202,000 | -17.0% | 1,192,536 | -5.4% | 0.22% | -17.2% |
| Q1 2022 | $41,193,000 | -28.8% | 1,261,270 | -19.7% | 0.27% | -32.7% |
| Q4 2021 | $57,873,000 | -18.1% | 1,570,503 | -17.0% | 0.40% | -32.4% |
| Q3 2021 | $70,627,000 | -7.5% | 1,892,484 | +4.3% | 0.59% | -17.4% |
| Q2 2021 | $76,336,000 | +286.4% | 1,814,508 | +273.7% | 0.71% | +232.2% |
| Q1 2021 | $19,758,000 | – | 485,577 | – | 0.21% | – |
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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% |