WISDOMTREE TR shareholders Q3 2023

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%.

WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 421,233$11,234,2887.43%
ESL Trust Services, LLC 772,118$20,592,3876.56%
Legacy Financial Group LLC 588,118$15,685,108,0003.69%
Refined Wealth Management 152,338$4,062,8773.65%
Michael S. Ryan, Inc. 147,531$3,806,3003.63%
Melone Private Wealth, LLC 173,117$4,617,0423.30%
Elwood & Goetz Wealth Advisory Group, LLC 428,408$11,425,6502.65%
Harel Insurance Investments & Financial Services Ltd. 4,821,546$128,5912.54%
Vertex Planning Partners, LLC 260,953$6,959,6242.40%
Rise Advisors, LLC 107,575$2,869,0212.27%
Yoder Wealth Management, Inc. 100,398$2,678,8392.21%
Fermata Advisors, LLC 290,134$7,738,1442.18%
Sweet Financial Partners, LLC 290,138$7,737,9912.05%
HOWARD FINANCIAL SERVICES, LTD. 334,772$8,928,3642.05%
WESCAP Management Group, Inc. 201,306$5,368,8271.91%
INVENIO WEALTH PARTNERS LLC 78,127$2,083,6471.90%
Integrity Financial Corp /WA 84,683$2,258,4931.71%
KLR INVESTMENT ADVISORS, LLC 61,282$1,706,1021.55%
ETF Store, Inc. 81,613$2,141,5291.53%
ARBOR CAPITAL MANAGEMENT INC /ADV 62,352$1,614,3371.44%
External links

This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.