Security Financial Services, INC. - WISDOMTREE TR ownership

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
Security Financial Services, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$218,241
-3.7%
8,183
+0.9%
0.06%
-3.1%
Q2 2023$226,619
-90.3%
8,108
-88.7%
0.06%
-91.4%
Q1 2022$2,343,000
+18.8%
71,738
+34.0%
0.74%
+12.9%
Q4 2021$1,973,00053,5300.66%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 421,233$11,234,2887.43%
ESL Trust Services, LLC 772,118$20,592,3876.56%
Legacy Financial Group LLC 588,118$15,685,108,0003.69%
Refined Wealth Management 152,338$4,062,8773.65%
Michael S. Ryan, Inc. 147,531$3,806,3003.63%
Melone Private Wealth, LLC 173,117$4,617,0423.30%
Elwood & Goetz Wealth Advisory Group, LLC 428,408$11,425,6502.65%
Harel Insurance Investments & Financial Services Ltd. 4,821,546$128,5912.54%
Vertex Planning Partners, LLC 260,953$6,959,6242.40%
Rise Advisors, LLC 107,575$2,869,0212.27%
View complete list of WISDOMTREE TR shareholders