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 | $7,737,991 | -1.8% | 290,138 | +2.9% | 2.05% | -0.2% |
| Q2 2023 | $7,882,776 | +0.9% | 282,031 | +0.5% | 2.05% | -4.9% |
| Q1 2023 | $7,809,192 | -12.3% | 280,503 | -15.9% | 2.16% | -17.4% |
| Q4 2022 | $8,901,351 | +9.0% | 333,634 | +0.6% | 2.62% | +0.6% |
| Q3 2022 | $8,164,000 | -11.8% | 331,601 | +2.8% | 2.60% | -10.4% |
| Q2 2022 | $9,255,000 | -12.4% | 322,692 | -0.2% | 2.90% | +2.5% |
| Q1 2022 | $10,565,000 | +65.6% | 323,472 | +86.8% | 2.83% | +6.9% |
| Q4 2021 | $6,379,000 | – | 173,121 | – | 2.65% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |