WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $581,840 | -56.8% | 22,534 | -52.0% | 0.03% | -55.7% |
| Q2 2023 | $1,347,768 | +25.3% | 46,912 | +19.1% | 0.07% | +11.1% |
| Q1 2023 | $1,075,691 | -3.1% | 39,388 | +1.7% | 0.06% | -7.4% |
| Q4 2022 | $1,110,159 | +33.9% | 38,722 | +19.5% | 0.07% | +15.3% |
| Q3 2022 | $829,000 | +6.7% | 32,406 | +19.2% | 0.06% | +5.4% |
| Q2 2022 | $777,000 | -6.6% | 27,194 | -5.8% | 0.06% | -12.5% |
| Q1 2022 | $832,000 | +3.5% | 28,865 | +27.4% | 0.06% | +12.3% |
| Q4 2021 | $804,000 | -4.3% | 22,659 | +4.4% | 0.06% | -3.4% |
| Q3 2021 | $840,000 | -14.3% | 21,706 | -13.6% | 0.06% | +63.9% |
| Q2 2021 | $980,000 | – | 25,136 | – | 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% |