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 | $29,491,375 | +62.7% | 1,105,182 | +70.4% | 0.04% | +33.3% |
| Q2 2023 | $18,130,833 | +47.7% | 648,494 | +47.1% | 0.03% | +43.5% |
| Q1 2023 | $12,274,812 | +104.8% | 440,816 | +96.4% | 0.02% | +91.7% |
| Q4 2022 | $5,994,678 | -70.0% | 224,441 | -72.3% | 0.01% | -73.9% |
| Q3 2022 | $19,966,000 | +10.7% | 810,596 | +29.0% | 0.05% | +15.0% |
| Q2 2022 | $18,034,000 | -32.8% | 628,456 | -11.1% | 0.04% | -23.1% |
| Q1 2022 | $26,843,000 | -5.4% | 706,907 | -8.1% | 0.05% | -3.7% |
| Q4 2021 | $28,365,000 | -60.9% | 769,234 | -60.4% | 0.05% | -64.2% |
| Q3 2021 | $72,625,000 | +55.8% | 1,944,837 | +75.7% | 0.15% | +49.5% |
| Q2 2021 | $46,609,000 | +67.1% | 1,107,020 | +61.6% | 0.10% | +50.7% |
| Q1 2021 | $27,898,000 | +118.9% | 684,933 | +113.3% | 0.07% | +97.1% |
| Q4 2020 | $12,745,000 | +141.7% | 321,116 | +104.9% | 0.03% | +112.5% |
| Q3 2020 | $5,273,000 | +13.8% | 156,744 | +1.2% | 0.02% | 0.0% |
| Q2 2020 | $4,632,000 | +543.3% | 154,919 | +426.3% | 0.02% | +433.3% |
| Q1 2020 | $720,000 | – | 29,436 | – | 0.00% | – |
Download | ||||||
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% |