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 | $35,447 | +1.0% | 1,268 | +0.6% | 0.04% | 0.0% |
| Q1 2023 | $35,100 | -33.5% | 1,260 | -36.3% | 0.04% | -12.2% |
| Q4 2022 | $52,817 | -62.8% | 1,979 | -65.8% | 0.04% | -63.7% |
| Q3 2022 | $142,000 | -34.6% | 5,780 | -23.5% | 0.11% | -30.7% |
| Q2 2022 | $217,000 | -91.0% | 7,553 | -89.8% | 0.16% | -89.7% |
| Q1 2022 | $2,420,000 | +23.7% | 74,104 | +39.5% | 1.59% | +33.2% |
| Q4 2021 | $1,957,000 | -20.2% | 53,117 | -19.2% | 1.19% | -23.2% |
| Q3 2021 | $2,452,000 | -36.3% | 65,707 | -28.2% | 1.55% | -34.7% |
| Q2 2021 | $3,850,000 | +7.3% | 91,517 | +3.8% | 2.38% | +2.1% |
| Q1 2021 | $3,588,000 | -8.6% | 88,177 | -10.9% | 2.33% | -11.7% |
| Q4 2020 | $3,925,000 | – | 98,946 | – | 2.64% | – |
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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% |