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 | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |