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 | $8,367,877 | -1.3% | 313,756 | +3.4% | 0.05% | -2.0% |
| Q2 2023 | $8,481,974 | +0.7% | 303,470 | +0.3% | 0.05% | -5.6% |
| Q1 2023 | $8,423,603 | +47.4% | 302,572 | +41.2% | 0.05% | +31.7% |
| Q4 2022 | $5,716,617 | -11.2% | 214,266 | -18.0% | 0.04% | -19.6% |
| Q3 2022 | $6,435,000 | -0.2% | 261,363 | +16.3% | 0.05% | -1.9% |
| Q2 2022 | $6,445,000 | -29.2% | 224,737 | -19.4% | 0.05% | -16.1% |
| Q1 2022 | $9,109,000 | +35.1% | 278,912 | +52.4% | 0.06% | +31.9% |
| Q4 2021 | $6,744,000 | -53.2% | 183,018 | -52.6% | 0.05% | -60.5% |
| Q3 2021 | $14,419,000 | -19.1% | 386,354 | -8.8% | 0.12% | -23.7% |
| Q2 2021 | $17,819,000 | +30.0% | 423,567 | +25.7% | 0.16% | +13.0% |
| Q1 2021 | $13,712,000 | -4.7% | 336,989 | -7.1% | 0.14% | -15.3% |
| Q4 2020 | $14,393,000 | +2202.9% | 362,830 | +1854.9% | 0.16% | +1711.1% |
| Q3 2020 | $625,000 | -75.3% | 18,560 | -78.0% | 0.01% | -76.9% |
| Q2 2020 | $2,529,000 | +754.4% | 84,545 | +689.3% | 0.04% | +333.3% |
| Q3 2019 | $296,000 | – | 10,711 | – | 0.01% | – |
Download | ||||||
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% |