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 | $352 | -17.9% | 13,186 | -14.1% | 0.00% | 0.0% |
| Q2 2023 | $429 | -2.7% | 15,342 | -3.1% | 0.00% | -50.0% |
| Q1 2023 | $441 | -3.1% | 15,831 | -7.2% | 0.00% | 0.0% |
| Q4 2022 | $455 | -99.9% | 17,062 | -6.7% | 0.00% | 0.0% |
| Q3 2022 | $450,000 | -23.6% | 18,291 | -10.0% | 0.00% | -33.3% |
| Q2 2022 | $589,000 | -31.0% | 20,333 | -22.3% | 0.00% | -25.0% |
| Q1 2022 | $854,000 | -2.3% | 26,159 | +10.3% | 0.00% | +33.3% |
| Q4 2021 | $874,000 | -39.6% | 23,725 | -38.8% | 0.00% | -50.0% |
| Q3 2021 | $1,447,000 | -82.1% | 38,770 | -79.8% | 0.01% | -83.3% |
| Q2 2021 | $8,063,000 | -26.2% | 191,652 | -28.7% | 0.04% | -32.1% |
| Q1 2021 | $10,930,000 | +2592.1% | 268,618 | +2524.2% | 0.05% | +2550.0% |
| Q4 2020 | $406,000 | – | 10,236 | – | 0.00% | – |
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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% |