WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 224 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,749,123 | +10.3% | 285,639 | +6.0% | 6.63% | +5.9% |
| Q1 2024 | $7,935,287 | +68.3% | 269,358 | +65.0% | 6.26% | +60.1% |
| Q4 2023 | $4,714,602 | +23.9% | 163,248 | +10.7% | 3.91% | +7.7% |
| Q3 2023 | $3,806,300 | +49.2% | 147,531 | +63.3% | 3.63% | +54.0% |
| Q2 2023 | $2,551,907 | – | 90,333 | – | 2.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 335,920 | $9,634,000 | 9.31% |
| ESL Trust Services, LLC | 711,577 | $20,408,000 | 7.06% |
| Melone Private Wealth, LLC | 227,763 | $6,539,000 | 5.54% |
| Castleview Partners, LLC | 130,668 | $4,889,631,000 | 3.89% |
| Legacy Financial Group LLC | 409,485 | $11,744,000 | 3.70% |
| TOMPKINS FINANCIAL CORP | 779,913 | $22,368,000 | 3.60% |
| Refined Wealth Management | 134,717 | $3,864,000 | 3.46% |
| WESCAP Management Group, Inc. | 351,625 | $10,084,000 | 3.45% |
| Beaumont Capital Management, LLC | 137,886 | $3,954,000 | 3.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 327,154 | $9,383,000 | 3.19% |