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 2022 | $206,000 | -10.4% | 8,227 | +0.9% | 0.08% | -14.1% |
| Q2 2022 | $230,000 | -16.1% | 8,157 | -2.8% | 0.09% | -54.7% |
| Q1 2022 | $274,000 | 0.0% | 8,389 | +16.4% | 0.20% | +91.5% |
| Q4 2021 | $274,000 | +3.4% | 7,210 | +5.1% | 0.11% | +3.9% |
| Q3 2021 | $265,000 | 0.0% | 6,858 | +5.7% | 0.10% | -13.6% |
| Q2 2021 | $265,000 | -1.5% | 6,491 | +0.5% | 0.12% | -44.3% |
| Q1 2021 | $269,000 | +5.1% | 6,457 | +0.1% | 0.21% | -5.8% |
| Q4 2020 | $256,000 | – | 6,453 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 352,050 | $8,667,000 | 8.73% |
| ESL Trust Services, LLC | 711,877 | $17,526,000 | 6.51% |
| Melone Private Wealth, LLC | 235,181 | $6,018,000 | 5.26% |
| Legacy Financial Group LLC | 436,470 | $10,746,000 | 3.59% |
| TOMPKINS FINANCIAL CORP | 801,204 | $19,726,000 | 3.33% |
| WESCAP Management Group, Inc. | 343,038 | $8,445,000 | 3.23% |
| Amplius Wealth Advisors, LLC | 706,392 | $17,391,000 | 3.11% |
| Refined Wealth Management | 139,239 | $3,428,000 | 3.09% |
| Stewardship Advisors, LLC | 284,250 | $6,998,000 | 3.03% |
| ETF Store, Inc. | 131,806 | $3,245,000 | 2.83% |