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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,572,449 | +0.7% | 56,259 | +0.4% | 1.09% | +0.7% |
| Q1 2023 | $1,560,772 | -60.5% | 56,062 | -59.3% | 1.08% | -66.8% |
| Q2 2022 | $3,954,000 | -13.7% | 137,886 | -1.5% | 3.26% | +10.5% |
| Q1 2022 | $4,584,000 | -51.6% | 140,043 | -45.5% | 2.95% | -46.0% |
| Q4 2021 | $9,462,000 | +83.7% | 256,805 | +86.0% | 5.47% | +23.8% |
| Q3 2021 | $5,151,000 | +14.7% | 138,044 | +29.3% | 4.41% | -0.1% |
| Q2 2021 | $4,490,000 | +106.7% | 106,746 | +100.0% | 4.42% | +104.9% |
| Q1 2021 | $2,172,000 | -21.0% | 53,383 | -22.9% | 2.16% | -21.5% |
| Q4 2020 | $2,748,000 | – | 69,272 | – | 2.75% | – |
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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% |