WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $254,859 | -16.0% | 8,825 | -22.4% | 0.04% | -24.1% |
| Q3 2023 | $303,380 | +622.4% | 11,375 | +656.8% | 0.05% | +315.4% |
| Q2 2023 | $41,999 | -87.7% | 1,503 | -87.8% | 0.01% | -78.0% |
| Q1 2023 | $341,894 | -56.0% | 12,281 | -54.8% | 0.06% | +9.3% |
| Q4 2022 | $777,562 | -26.7% | 27,159 | -30.3% | 0.05% | -29.9% |
| Q3 2022 | $1,061,000 | -91.8% | 38,941 | -90.8% | 0.08% | -91.4% |
| Q1 2022 | $12,885,000 | – | 424,550 | – | 0.89% | – |
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% |