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 | $20,592,387 | +3.8% | 772,118 | +8.8% | 6.56% | +5.3% |
| Q2 2023 | $19,844,138 | +0.4% | 709,987 | -0.0% | 6.23% | -2.7% |
| Q1 2023 | $19,774,389 | +104233.8% | 710,287 | -0.0% | 6.40% | -0.5% |
| Q4 2022 | $18,953 | -99.9% | 710,387 | -0.2% | 6.44% | -1.1% |
| Q3 2022 | $17,526,000 | -14.1% | 711,877 | +0.0% | 6.51% | -7.7% |
| Q2 2022 | $20,408,000 | -12.2% | 711,577 | -0.1% | 7.06% | -1.3% |
| Q1 2022 | $23,256,000 | -11.4% | 712,042 | -0.1% | 7.15% | -5.4% |
| Q4 2021 | $26,262,000 | -1.3% | 712,677 | -0.1% | 7.56% | -6.8% |
| Q3 2021 | $26,617,000 | -6.4% | 713,202 | +5.6% | 8.11% | -4.0% |
| Q2 2021 | $28,426,000 | +3.6% | 675,680 | +0.2% | 8.46% | -2.4% |
| Q1 2021 | $27,434,000 | +3.1% | 674,205 | +0.5% | 8.66% | -11.4% |
| Q4 2020 | $26,600,000 | +18.0% | 670,530 | +0.2% | 9.77% | +2.5% |
| Q3 2020 | $22,538,000 | +12.7% | 669,380 | +0.1% | 9.54% | +5.2% |
| Q2 2020 | $19,997,000 | +151.1% | 668,580 | +103.5% | 9.07% | +113.9% |
| Q1 2020 | $7,965,000 | -22.4% | 328,600 | 0.0% | 4.24% | -10.5% |
| Q4 2019 | $10,259,000 | – | 328,600 | – | 4.74% | – |
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% |