AMERICAN FINANCIAL & TAX STRATEGIES INC - WISDOMTREE TR ownership

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
AMERICAN FINANCIAL & TAX STRATEGIES INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$9,037,090
+5.0%
295,040
+1.0%
4.76%
+3.1%
Q1 2024$8,609,183
+10.0%
292,233
+7.8%
4.62%
+3.3%
Q4 2023$7,828,002271,0534.47%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 335,920$9,634,0009.31%
ESL Trust Services, LLC 711,577$20,408,0007.06%
Melone Private Wealth, LLC 227,763$6,539,0005.54%
Castleview Partners, LLC 130,668$4,889,631,0003.89%
Legacy Financial Group LLC 409,485$11,744,0003.70%
TOMPKINS FINANCIAL CORP 779,913$22,368,0003.60%
Refined Wealth Management 134,717$3,864,0003.46%
WESCAP Management Group, Inc. 351,625$10,084,0003.45%
Beaumont Capital Management, LLC 137,886$3,954,0003.26%
HOWARD FINANCIAL SERVICES, LTD. 327,154$9,383,0003.19%
View complete list of WISDOMTREE TR shareholders