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 | $38,674,681 | -7.6% | 1,450,119 | -3.2% | 0.84% | -9.6% |
| Q2 2023 | $41,875,532 | +14.6% | 1,498,230 | +14.2% | 0.93% | +8.2% |
| Q1 2023 | $36,535,424 | +355.6% | 1,312,336 | +336.6% | 0.86% | +267.8% |
| Q4 2022 | $8,019,347 | +195.6% | 300,575 | +172.8% | 0.23% | +130.7% |
| Q3 2022 | $2,713,000 | +529.5% | 110,175 | +698.5% | 0.10% | +197.1% |
| Q4 2019 | $431,000 | +18.4% | 13,798 | +4.8% | 0.03% | +3.0% |
| Q3 2019 | $364,000 | -0.8% | 13,167 | +3.7% | 0.03% | +17.9% |
| Q2 2019 | $367,000 | +19.9% | 12,698 | +19.6% | 0.03% | -37.8% |
| Q1 2019 | $306,000 | -28.0% | 10,617 | -36.1% | 0.04% | -37.5% |
| Q4 2018 | $425,000 | – | 16,627 | – | 0.07% | – |
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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% |