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 | $1,793,956 | +28.5% | 67,264 | +34.6% | 0.03% | +28.0% |
| Q2 2023 | $1,396,426 | +16.7% | 49,962 | +16.2% | 0.02% | +8.7% |
| Q1 2023 | $1,196,591 | -21.1% | 42,981 | +5.8% | 0.02% | -14.8% |
| Q3 2021 | $1,516,000 | -16.4% | 40,612 | -5.8% | 0.03% | -22.9% |
| Q2 2021 | $1,814,000 | +10.7% | 43,121 | +7.0% | 0.04% | -2.8% |
| Q1 2021 | $1,639,000 | +11.0% | 40,292 | +8.3% | 0.04% | 0.0% |
| Q4 2020 | $1,476,000 | – | 37,209 | – | 0.04% | – |
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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% |