WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 123 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,482,768 | -11.3% | 48,409 | -14.7% | 0.02% | -15.8% |
| Q1 2024 | $1,671,207 | -9.2% | 56,728 | -11.0% | 0.02% | -17.4% |
| Q4 2023 | $1,839,815 | -1.0% | 63,706 | -8.6% | 0.02% | -14.8% |
| Q3 2023 | $1,858,632 | -2.2% | 69,690 | +2.5% | 0.03% | 0.0% |
| Q2 2023 | $1,900,963 | +51.9% | 68,013 | +51.3% | 0.03% | +35.0% |
| Q1 2023 | $1,251,547 | +26.1% | 44,955 | +20.9% | 0.02% | +17.6% |
| Q4 2022 | $992,416 | +20.0% | 37,197 | +10.8% | 0.02% | +6.2% |
| Q3 2022 | $827,000 | +4.2% | 33,575 | +21.2% | 0.02% | +6.7% |
| Q2 2022 | $794,000 | -11.2% | 27,691 | +1.2% | 0.02% | 0.0% |
| Q1 2022 | $894,000 | -28.4% | 27,374 | -19.2% | 0.02% | -25.0% |
| Q4 2021 | $1,248,000 | -16.8% | 33,867 | -15.8% | 0.02% | -23.1% |
| Q3 2021 | $1,500,000 | +1.2% | 40,200 | +14.1% | 0.03% | 0.0% |
| Q2 2021 | $1,482,000 | +76.2% | 35,219 | +70.5% | 0.03% | +44.4% |
| Q1 2021 | $841,000 | +23.0% | 20,659 | +19.8% | 0.02% | +12.5% |
| Q4 2020 | $684,000 | +76.7% | 17,239 | +49.9% | 0.02% | +60.0% |
| Q3 2020 | $387,000 | +26.1% | 11,503 | +12.2% | 0.01% | +11.1% |
| Q2 2020 | $307,000 | – | 10,255 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 335,920 | $9,634,000 | 9.31% |
| ESL Trust Services, LLC | 711,577 | $20,408,000 | 7.06% |
| Melone Private Wealth, LLC | 227,763 | $6,539,000 | 5.54% |
| Castleview Partners, LLC | 130,668 | $4,889,631,000 | 3.89% |
| Legacy Financial Group LLC | 409,485 | $11,744,000 | 3.70% |
| TOMPKINS FINANCIAL CORP | 779,913 | $22,368,000 | 3.60% |
| Refined Wealth Management | 134,717 | $3,864,000 | 3.46% |
| WESCAP Management Group, Inc. | 351,625 | $10,084,000 | 3.45% |
| Beaumont Capital Management, LLC | 137,886 | $3,954,000 | 3.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 327,154 | $9,383,000 | 3.19% |