WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 234 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,463 | -71.1% | 10,404 | -69.9% | 0.26% | -72.9% |
| Q2 2023 | $961,596 | -13.4% | 34,540 | -22.4% | 0.96% | -26.7% |
| Q3 2022 | $1,110,000 | -14.2% | 44,492 | -1.7% | 1.30% | +3.2% |
| Q2 2022 | $1,293,000 | -10.6% | 45,262 | +2.2% | 1.26% | +4.8% |
| Q1 2022 | $1,447,000 | -9.4% | 44,299 | +2.3% | 1.20% | -15.7% |
| Q4 2021 | $1,597,000 | +4.0% | 43,302 | +5.2% | 1.43% | +11.8% |
| Q3 2021 | $1,536,000 | -7.2% | 41,157 | +4.6% | 1.28% | -6.5% |
| Q2 2021 | $1,655,000 | +6.4% | 39,345 | +3.0% | 1.37% | -4.9% |
| Q1 2021 | $1,555,000 | +87.1% | 38,189 | +82.3% | 1.44% | +75.6% |
| Q4 2020 | $831,000 | – | 20,951 | – | 0.82% | – |
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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% |