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 | $5,309 | -6.4% | 199,060 | -1.9% | 0.01% | -8.3% |
Q2 2023 | $5,670 | -15.2% | 202,876 | -15.5% | 0.01% | -14.3% |
Q1 2023 | $6,683 | -17.8% | 240,072 | -21.2% | 0.01% | -30.0% |
Q4 2022 | $8,129 | -99.9% | 304,694 | -4.8% | 0.02% | 0.0% |
Q3 2022 | $7,882,000 | -29.5% | 320,152 | -17.9% | 0.02% | -31.0% |
Q2 2022 | $11,187,000 | -11.8% | 390,063 | +0.5% | 0.03% | 0.0% |
Q1 2022 | $12,681,000 | -11.9% | 388,287 | -0.6% | 0.03% | -9.4% |
Q4 2021 | $14,394,000 | -0.6% | 390,637 | +0.7% | 0.03% | -11.1% |
Q3 2021 | $14,477,000 | -11.2% | 387,925 | +0.1% | 0.04% | -12.2% |
Q2 2021 | $16,302,000 | +4.2% | 387,499 | +0.7% | 0.04% | -6.8% |
Q1 2021 | $15,651,000 | +2.6% | 384,658 | +0.0% | 0.04% | -4.3% |
Q4 2020 | $15,254,000 | +11.0% | 384,530 | -5.8% | 0.05% | -2.1% |
Q3 2020 | $13,742,000 | +5.8% | 408,166 | -6.0% | 0.05% | -4.1% |
Q2 2020 | $12,986,000 | +27.3% | 434,188 | +3.9% | 0.05% | +2.1% |
Q1 2020 | $10,205,000 | -10.5% | 417,935 | +14.4% | 0.05% | +11.6% |
Q4 2019 | $11,402,000 | +31.5% | 365,227 | +16.4% | 0.04% | +16.2% |
Q3 2019 | $8,673,000 | +4.3% | 313,701 | +8.9% | 0.04% | 0.0% |
Q2 2019 | $8,317,000 | +6.6% | 288,100 | +6.5% | 0.04% | +2.8% |
Q1 2019 | $7,802,000 | +15.5% | 270,621 | +2.4% | 0.04% | 0.0% |
Q4 2018 | $6,757,000 | +699.6% | 264,386 | +783.7% | 0.04% | +800.0% |
Q3 2018 | $845,000 | +112.8% | 29,918 | +121.7% | 0.00% | +100.0% |
Q2 2018 | $397,000 | +2.8% | 13,497 | +12.9% | 0.00% | 0.0% |
Q1 2018 | $386,000 | – | 11,954 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |