WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $59,561 | -82.1% | 2,233 | -81.2% | 0.00% | -100.0% |
| Q2 2023 | $331,934 | +0.3% | 11,876 | -0.1% | 0.00% | 0.0% |
| Q1 2023 | $330,878 | +4.4% | 11,885 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $316,852 | +8.5% | 11,876 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $292,000 | -14.4% | 11,876 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $341,000 | -12.1% | 11,876 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $388,000 | -15.7% | 11,876 | -4.7% | 0.00% | 0.0% |
| Q4 2021 | $460,000 | -1.1% | 12,467 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $465,000 | -11.4% | 12,467 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $525,000 | +2087.5% | 12,467 | +2009.5% | 0.00% | – |
| Q1 2021 | $24,000 | +26.3% | 591 | +20.9% | 0.00% | – |
| Q4 2020 | $19,000 | +18.8% | 489 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | +6.7% | 489 | 0.0% | 0.00% | – |
| Q2 2020 | $15,000 | +25.0% | 489 | +12.7% | 0.00% | – |
| Q3 2019 | $12,000 | – | 434 | – | 0.00% | – |
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% |