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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $12,168,000 | +13.0% | 289,231 | +9.3% | 6.33% | +5.7% |
| Q1 2021 | $10,770,000 | +54.6% | 264,680 | +50.7% | 5.99% | +47.3% |
| Q4 2020 | $6,967,000 | -21.2% | 175,634 | -36.7% | 4.07% | -27.6% |
| Q3 2020 | $8,846,000 | +123.4% | 277,510 | +109.6% | 5.62% | +98.0% |
| Q2 2020 | $3,960,000 | +14.5% | 132,397 | -6.5% | 2.84% | -9.6% |
| Q1 2020 | $3,459,000 | -15.2% | 141,642 | +8.4% | 3.14% | +7.7% |
| Q4 2019 | $4,080,000 | – | 130,695 | – | 2.92% | – |
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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% |