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 | $58 | -4.9% | 2,165 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $61 | -16.4% | 2,165 | -17.6% | 0.02% | -19.4% |
| Q1 2023 | $73 | +4.3% | 2,628 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $70 | -99.9% | 2,628 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $65,000 | -13.3% | 2,628 | 0.0% | 0.03% | -13.9% |
| Q2 2022 | $75,000 | -12.8% | 2,628 | 0.0% | 0.04% | +24.1% |
| Q1 2022 | $86,000 | -30.6% | 2,628 | -22.2% | 0.03% | -31.0% |
| Q4 2021 | $124,000 | -3.9% | 3,378 | -2.5% | 0.04% | -8.7% |
| Q3 2021 | $129,000 | -87.8% | 3,465 | -86.3% | 0.05% | -86.9% |
| Q2 2021 | $1,056,000 | +49.2% | 25,265 | +47.0% | 0.35% | +27.1% |
| Q1 2021 | $708,000 | +91.4% | 17,186 | +84.3% | 0.28% | +64.9% |
| Q4 2020 | $370,000 | – | 9,326 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 352,050 | $8,667,000 | 8.73% |
| ESL Trust Services, LLC | 711,877 | $17,526,000 | 6.51% |
| Melone Private Wealth, LLC | 235,181 | $6,018,000 | 5.26% |
| Legacy Financial Group LLC | 436,470 | $10,746,000 | 3.59% |
| TOMPKINS FINANCIAL CORP | 801,204 | $19,726,000 | 3.33% |
| WESCAP Management Group, Inc. | 343,038 | $8,445,000 | 3.23% |
| Amplius Wealth Advisors, LLC | 706,392 | $17,391,000 | 3.11% |
| Refined Wealth Management | 139,239 | $3,428,000 | 3.09% |
| Stewardship Advisors, LLC | 284,250 | $6,998,000 | 3.03% |
| ETF Store, Inc. | 131,806 | $3,245,000 | 2.83% |