REDW Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 234 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
REDW Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$956,120
-4.6%
35,8500.0%0.30%
-1.7%
Q2 2023$1,002,008
+0.4%
35,8500.0%0.30%
-5.7%
Q1 2023$998,064
+43.4%
35,850
+37.4%
0.32%
+32.0%
Q4 2022$696,188
+8.4%
26,0940.0%0.24%
-2.4%
Q3 2022$642,00026,0940.25%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 352,050$8,667,0008.73%
ESL Trust Services, LLC 711,877$17,526,0006.51%
Melone Private Wealth, LLC 235,181$6,018,0005.26%
Legacy Financial Group LLC 436,470$10,746,0003.59%
TOMPKINS FINANCIAL CORP 801,204$19,726,0003.33%
WESCAP Management Group, Inc. 343,038$8,445,0003.23%
Amplius Wealth Advisors, LLC 706,392$17,391,0003.11%
Refined Wealth Management 139,239$3,428,0003.09%
Stewardship Advisors, LLC 284,250$6,998,0003.03%
ETF Store, Inc. 131,806$3,245,0002.83%
View complete list of WISDOMTREE TR shareholders