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 | $319,767 | -1.2% | 11,995 | +3.5% | 0.19% | -10.1% |
| Q2 2023 | $323,752 | +6.2% | 11,584 | +5.8% | 0.21% | +9.5% |
| Q1 2023 | $304,778 | +5.3% | 10,948 | +0.9% | 0.19% | +6.7% |
| Q4 2022 | $289,489 | +12.6% | 10,851 | +3.9% | 0.18% | +2.9% |
| Q3 2022 | $257,000 | +29.1% | 10,444 | +50.5% | 0.17% | +32.1% |
| Q2 2022 | $199,000 | +30.1% | 6,940 | +48.1% | 0.13% | +40.9% |
| Q1 2022 | $153,000 | +118.6% | 4,685 | +147.5% | 0.09% | +116.3% |
| Q4 2021 | $70,000 | +366.7% | 1,893 | +358.4% | 0.04% | +330.0% |
| Q3 2021 | $15,000 | -6.2% | 413 | +9.3% | 0.01% | -9.1% |
| Q2 2021 | $16,000 | +6.7% | 378 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $15,000 | 0.0% | 378 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $15,000 | – | 378 | – | 0.01% | – |
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% |