WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 243 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $730,681 | -2.5% | 27,397 | +2.2% | 0.09% | 0.0% |
| Q2 2023 | $749,330 | +2.8% | 26,809 | +2.4% | 0.09% | -1.1% |
| Q1 2023 | $728,595 | +12.2% | 26,171 | +7.5% | 0.09% | +12.3% |
| Q4 2022 | $649,525 | +13.0% | 24,345 | +4.2% | 0.08% | +8.0% |
| Q3 2022 | $575,000 | -11.0% | 23,370 | +3.7% | 0.08% | -10.7% |
| Q2 2022 | $646,000 | -7.3% | 22,527 | +5.5% | 0.08% | +7.7% |
| Q1 2022 | $697,000 | -35.3% | 21,352 | -27.0% | 0.08% | -32.2% |
| Q4 2021 | $1,078,000 | +8.1% | 29,248 | +9.5% | 0.12% | +8.5% |
| Q3 2021 | $997,000 | -5.4% | 26,703 | +6.6% | 0.11% | -8.6% |
| Q2 2021 | $1,054,000 | -2.2% | 25,060 | -5.4% | 0.12% | -9.4% |
| Q1 2021 | $1,078,000 | +22.5% | 26,483 | +19.4% | 0.13% | +15.3% |
| Q4 2020 | $880,000 | +313.1% | 22,182 | +251.4% | 0.11% | +258.1% |
| Q3 2020 | $213,000 | – | 6,313 | – | 0.03% | – |
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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% |