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 | $1,149,647 | +127.7% | 42,595 | +141.5% | 0.45% | +142.5% |
| Q2 2023 | $504,857 | -3.6% | 17,640 | -7.6% | 0.19% | -10.1% |
| Q1 2023 | $523,475 | -2.6% | 19,091 | +3.4% | 0.21% | -26.9% |
| Q4 2022 | $537,321 | +13.8% | 18,471 | -4.1% | 0.28% | +6.8% |
| Q3 2022 | $472,000 | -12.9% | 19,258 | +2.2% | 0.26% | -7.7% |
| Q2 2022 | $542,000 | -33.8% | 18,849 | -30.2% | 0.29% | -37.2% |
| Q1 2022 | $819,000 | -9.5% | 27,009 | +7.7% | 0.46% | -46.2% |
| Q4 2021 | $905,000 | +8.0% | 25,083 | +15.1% | 0.85% | +10.5% |
| Q3 2021 | $838,000 | -72.7% | 21,794 | -73.0% | 0.77% | +14.3% |
| Q2 2021 | $3,074,000 | -16.6% | 80,837 | -8.1% | 0.67% | -38.3% |
| Q1 2021 | $3,684,000 | -31.2% | 87,957 | -30.9% | 1.09% | -33.3% |
| Q4 2020 | $5,357,000 | +18.3% | 127,339 | -2.7% | 1.63% | -11.7% |
| Q3 2020 | $4,528,000 | – | 130,912 | – | 1.85% | – |
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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% |