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 | $6,750,903 | -5.6% | 253,127 | -1.1% | 0.10% | -5.9% |
| Q2 2023 | $7,150,846 | -8.6% | 255,844 | -12.8% | 0.10% | -28.2% |
| Q1 2023 | $7,827,005 | 0.0% | 293,366 | 0.0% | 0.14% | 0.0% |
| Q4 2022 | $7,827,005 | -4.6% | 293,366 | -12.0% | 0.14% | -15.5% |
| Q3 2022 | $8,206,000 | -23.8% | 333,295 | -11.3% | 0.17% | -21.1% |
| Q2 2022 | $10,775,000 | -19.6% | 375,700 | -8.4% | 0.21% | -19.3% |
| Q1 2022 | $13,400,000 | -22.6% | 410,285 | -12.7% | 0.26% | -21.2% |
| Q4 2021 | $17,315,000 | -3.9% | 469,877 | -2.6% | 0.34% | -9.2% |
| Q3 2021 | $18,009,000 | -14.1% | 482,553 | -3.2% | 0.37% | -27.1% |
| Q2 2021 | $20,963,000 | +1.1% | 498,287 | -2.2% | 0.51% | -50.5% |
| Q1 2021 | $20,725,000 | -0.9% | 509,332 | -3.4% | 1.02% | -6.8% |
| Q4 2020 | $20,912,000 | – | 527,138 | – | 1.10% | – |
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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% |