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 | $331,395 | -25.0% | 12,426 | -21.4% | 0.09% | -24.8% |
| Q2 2023 | $441,666 | -21.5% | 15,802 | -21.9% | 0.12% | -30.1% |
| Q1 2023 | $562,953 | -74.3% | 20,221 | -75.4% | 0.17% | -77.6% |
| Q4 2022 | $2,190,855 | +54.1% | 82,116 | +42.2% | 0.77% | +35.0% |
| Q3 2022 | $1,422,000 | -81.7% | 57,754 | -78.7% | 0.57% | -81.6% |
| Q2 2022 | $7,784,000 | +502.9% | 271,394 | +586.6% | 3.10% | +529.9% |
| Q1 2022 | $1,291,000 | -58.6% | 39,525 | -53.3% | 0.49% | -62.3% |
| Q4 2021 | $3,122,000 | +126.6% | 84,713 | +129.5% | 1.30% | +107.8% |
| Q3 2021 | $1,378,000 | +14.8% | 36,918 | +29.4% | 0.63% | +10.6% |
| Q2 2021 | $1,200,000 | – | 28,530 | – | 0.57% | – |
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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% |