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 | $2,863,771 | -6.3% | 107,378 | -1.8% | 0.29% | -7.3% |
| Q2 2023 | $3,055,019 | +0.3% | 109,303 | -0.0% | 0.31% | -8.7% |
| Q1 2023 | $3,044,415 | +17.2% | 109,354 | +12.3% | 0.34% | +14.3% |
| Q4 2022 | $2,598,072 | -57.9% | 97,379 | -61.2% | 0.30% | -61.0% |
| Q3 2022 | $6,176,000 | -13.9% | 250,840 | +0.3% | 0.77% | -15.3% |
| Q2 2022 | $7,171,000 | -14.4% | 250,040 | -2.6% | 0.91% | +5.3% |
| Q1 2022 | $8,382,000 | -6.4% | 256,659 | +5.6% | 0.86% | -8.0% |
| Q4 2021 | $8,953,000 | -1.5% | 242,964 | -0.2% | 0.94% | -12.9% |
| Q3 2021 | $9,086,000 | -8.7% | 243,449 | +2.9% | 1.08% | -8.7% |
| Q2 2021 | $9,954,000 | +8.3% | 236,614 | +4.7% | 1.18% | -3.1% |
| Q1 2021 | $9,192,000 | +7.1% | 225,891 | +4.5% | 1.22% | -1.5% |
| Q4 2020 | $8,579,000 | +24.5% | 216,256 | +5.7% | 1.24% | +10.6% |
| Q3 2020 | $6,889,000 | +16.7% | 204,592 | +3.7% | 1.12% | +2.6% |
| Q2 2020 | $5,903,000 | +32.0% | 197,362 | +7.8% | 1.09% | +9.5% |
| Q1 2020 | $4,472,000 | +681.8% | 183,145 | +900.2% | 1.00% | +926.8% |
| Q4 2019 | $572,000 | +61.6% | 18,310 | +42.9% | 0.10% | +40.6% |
| Q3 2019 | $354,000 | -11.3% | 12,810 | -7.2% | 0.07% | -14.8% |
| Q2 2019 | $399,000 | -53.3% | 13,810 | -53.4% | 0.08% | -55.2% |
| Q1 2019 | $854,000 | – | 29,620 | – | 0.18% | – |
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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% |