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 | $11,425,650 | -9.8% | 428,408 | -5.5% | 2.65% | -8.2% |
| Q2 2023 | $12,668,768 | +3.7% | 453,265 | +3.3% | 2.89% | -1.0% |
| Q1 2023 | $12,212,123 | +15.6% | 438,654 | +10.8% | 2.92% | -9.4% |
| Q4 2022 | $10,562,087 | +34.2% | 395,880 | +23.8% | 3.22% | +21.2% |
| Q3 2022 | $7,870,000 | -9.5% | 319,658 | +5.5% | 2.66% | -8.5% |
| Q2 2022 | $8,692,000 | -10.3% | 303,069 | +2.1% | 2.90% | -3.4% |
| Q1 2022 | $9,695,000 | -7.5% | 296,860 | +4.4% | 3.01% | -7.8% |
| Q4 2021 | $10,477,000 | +10.1% | 284,308 | +11.5% | 3.26% | -0.6% |
| Q3 2021 | $9,518,000 | -0.7% | 255,049 | +11.9% | 3.28% | -8.9% |
| Q2 2021 | $9,589,000 | +13.3% | 227,924 | +9.5% | 3.60% | +2.6% |
| Q1 2021 | $8,467,000 | +12.0% | 208,075 | +9.2% | 3.51% | +1.8% |
| Q4 2020 | $7,559,000 | +34.7% | 190,543 | +14.3% | 3.45% | +14.1% |
| Q3 2020 | $5,612,000 | – | 166,669 | – | 3.02% | – |
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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% |