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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |