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 | $5,085,009 | -2.9% | 190,664 | +1.7% | 0.62% | -0.2% |
| Q2 2023 | $5,237,635 | +4.5% | 187,393 | +4.1% | 0.62% | +2.0% |
| Q1 2023 | $5,009,697 | +6.0% | 179,946 | +1.6% | 0.61% | -0.6% |
| Q4 2022 | $4,724,361 | +14.9% | 177,075 | +6.0% | 0.62% | +8.5% |
| Q3 2022 | $4,112,000 | -58.6% | 167,029 | -51.8% | 0.57% | -58.2% |
| Q2 2022 | $9,941,000 | -13.9% | 346,630 | -1.9% | 1.36% | +2.6% |
| Q1 2022 | $11,542,000 | -2.2% | 353,387 | +10.4% | 1.32% | +1.7% |
| Q4 2021 | $11,796,000 | +36.1% | 320,095 | +37.8% | 1.30% | +29.6% |
| Q3 2021 | $8,666,000 | -1.7% | 232,209 | +10.8% | 1.00% | -2.1% |
| Q2 2021 | $8,818,000 | +14.9% | 209,606 | +11.1% | 1.03% | +6.9% |
| Q1 2021 | $7,674,000 | – | 188,592 | – | 0.96% | – |
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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% |