Skyline Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 232 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Skyline Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$698,348
+2.7%
22,799
-1.3%
0.30%0.0%
Q1 2024$680,173
+1.6%
23,088
-0.4%
0.30%
-5.0%
Q4 2023$669,57823,1850.32%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 406,034$11,303,9798.05%
ESL Trust Services, LLC 710,287$19,774,3896.40%
Stewardship Advisors, LLC 487,839$13,581,4355.22%
Legacy Financial Group LLC 580,154$16,151,4894.42%
ShoreHaven Wealth Partners, LLC 200,183$5,573,1003.91%
Refined Wealth Management 147,555$4,107,9223.63%
Melone Private Wealth, LLC 152,590$4,203,8463.21%
Elwood & Goetz Wealth Advisory Group, LLC 438,654$12,212,1232.92%
Harel Insurance Investments & Financial Services Ltd. 4,821,546$134,2322.75%
ETF Store, Inc. 133,852$3,569,8362.72%
View complete list of WISDOMTREE TR shareholders