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 | $47,086 | -33.7% | 1,765 | -30.6% | 0.00% | – |
| Q2 2023 | $71,047 | -43.6% | 2,542 | -43.8% | 0.00% | – |
| Q1 2023 | $125,892 | +24730.8% | 4,522 | +23700.0% | 0.00% | – |
| Q4 2022 | $507 | -97.7% | 19 | -97.9% | 0.00% | – |
| Q3 2022 | $22,000 | -31.2% | 886 | -20.4% | 0.00% | – |
| Q2 2022 | $32,000 | -13.5% | 1,113 | -1.6% | 0.00% | – |
| Q1 2022 | $37,000 | -14.0% | 1,131 | -4.4% | 0.00% | – |
| Q4 2021 | $43,000 | -4.4% | 1,183 | -2.7% | 0.00% | – |
| Q3 2021 | $45,000 | -57.1% | 1,216 | -51.6% | 0.00% | – |
| Q2 2021 | $105,000 | +162.5% | 2,512 | +152.2% | 0.00% | – |
| Q1 2021 | $40,000 | -4.8% | 996 | -6.8% | 0.00% | – |
| Q4 2020 | $42,000 | +180.0% | 1,069 | +138.6% | 0.00% | – |
| Q3 2020 | $15,000 | +650.0% | 448 | +729.6% | 0.00% | – |
| Q4 2019 | $2,000 | +100.0% | 54 | -10.0% | 0.00% | – |
| Q3 2019 | $1,000 | – | 60 | +5900.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |