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 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $27 | 0.0% | 962 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $27 | +3.8% | 962 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $26 | -99.9% | 962 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $24,000 | -14.3% | 962 | 0.0% | 0.01% | -28.6% |
| Q2 2022 | $28,000 | -9.7% | 962 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $31,000 | -11.4% | 962 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $35,000 | -51.4% | 962 | -50.0% | 0.01% | -58.8% |
| Q3 2021 | $72,000 | – | 1,924 | – | 0.02% | – |
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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% |