Beaumont Financial Advisors, LLC - 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
Beaumont Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$458,164
-41.3%
17,179
-38.5%
0.05%
-36.1%
Q2 2023$780,308
+0.9%
27,918
+0.5%
0.07%
-7.7%
Q1 2023$773,618
+68.8%
27,788
+61.8%
0.08%
+69.6%
Q4 2022$458,33617,1790.05%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 373,558$13,766,00012.73%
ESL Trust Services, LLC 712,677$26,262,0007.56%
Rise Advisors, LLC 182,623$6,729,659,0006.41%
JD Financial Services Inc. 189,997$7,001,0005.77%
Melone Private Wealth, LLC 205,294$7,565,0005.69%
Beaumont Capital Management, LLC 256,805$9,462,0005.47%
Shore Point Advisors, LLC 178,247$6,568,0005.46%
TOMPKINS FINANCIAL CORP 753,352$27,753,0004.92%
MFA WEALTH ADVISORS, LLC 267,069$9,841,0004.16%
Legacy Financial Group LLC 253,618$9,166,0003.94%
View complete list of WISDOMTREE TR shareholders