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 | $3,131,318 | -9.8% | 117,410 | -5.5% | 0.05% | -10.9% |
| Q2 2023 | $3,473,076 | -4.6% | 124,260 | -5.0% | 0.06% | -9.8% |
| Q1 2023 | $3,640,706 | +10.4% | 130,772 | +5.8% | 0.06% | +1.7% |
| Q4 2022 | $3,297,741 | +18.0% | 123,603 | +8.9% | 0.06% | -18.9% |
| Q3 2022 | $2,794,000 | -10.1% | 113,489 | +4.7% | 0.07% | +4.2% |
| Q2 2022 | $3,108,000 | +14.0% | 108,367 | +29.8% | 0.07% | +31.5% |
| Q1 2022 | $2,726,000 | -10.4% | 83,480 | +1.2% | 0.05% | -12.9% |
| Q4 2021 | $3,041,000 | +16.8% | 82,511 | +18.2% | 0.06% | +21.6% |
| Q3 2021 | $2,604,000 | +482.6% | 69,781 | +556.6% | 0.05% | +363.6% |
| Q2 2021 | $447,000 | +40.1% | 10,627 | +35.5% | 0.01% | +22.2% |
| Q1 2021 | $319,000 | -43.5% | 7,842 | -45.0% | 0.01% | -50.0% |
| Q4 2020 | $565,000 | – | 14,250 | – | 0.02% | – |
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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% |