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 | $326,775 | -75.1% | 12,253 | -73.9% | 0.04% | -74.5% |
| Q2 2023 | $1,314,190 | -1.6% | 47,033 | -1.9% | 0.15% | -24.4% |
| Q1 2023 | $1,335,275 | +6.2% | 47,962 | +1.7% | 0.20% | -1.0% |
| Q4 2022 | $1,257,677 | +15.2% | 47,139 | +6.3% | 0.20% | -21.7% |
| Q3 2022 | $1,092,000 | +265.2% | 44,356 | +326.0% | 0.25% | +225.6% |
| Q2 2022 | $299,000 | +36.5% | 10,411 | +55.6% | 0.08% | +66.0% |
| Q1 2022 | $219,000 | – | 6,689 | – | 0.05% | – |
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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% |