WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 68 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $226,000 | -15.4% | 7,128 | -1.5% | 0.00% | -83.3% |
| Q4 2021 | $267,000 | -27.8% | 7,234 | -27.1% | 0.02% | -30.8% |
| Q3 2021 | $370,000 | -31.1% | 9,917 | -22.2% | 0.03% | -31.6% |
| Q2 2021 | $537,000 | -28.8% | 12,754 | -31.2% | 0.04% | -34.5% |
| Q1 2021 | $754,000 | +29.1% | 18,541 | +25.9% | 0.06% | +20.8% |
| Q4 2020 | $584,000 | +9.4% | 14,730 | -7.1% | 0.05% | -2.0% |
| Q3 2020 | $534,000 | +2.7% | 15,852 | -8.9% | 0.05% | +2.1% |
| Q2 2020 | $520,000 | -49.4% | 17,400 | -58.7% | 0.05% | -71.4% |
| Q1 2020 | $1,028,000 | -68.8% | 42,102 | -60.2% | 0.17% | -68.2% |
| Q4 2019 | $3,299,000 | +214.5% | 105,676 | +178.4% | 0.53% | +241.3% |
| Q3 2019 | $1,049,000 | +71.4% | 37,956 | +78.9% | 0.16% | +72.2% |
| Q2 2019 | $612,000 | -34.7% | 21,215 | -34.7% | 0.09% | -29.1% |
| Q1 2019 | $937,000 | +53.9% | 32,492 | +36.4% | 0.13% | +38.0% |
| Q4 2018 | $609,000 | -1.1% | 23,823 | +9.3% | 0.09% | +55.9% |
| Q3 2018 | $616,000 | +27.8% | 21,790 | +32.8% | 0.06% | -14.5% |
| Q2 2018 | $482,000 | – | 16,405 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 421,233 | $11,234,288 | 7.43% |
| ESL Trust Services, LLC | 772,118 | $20,592,387 | 6.56% |
| Legacy Financial Group LLC | 588,118 | $15,685,108,000 | 3.69% |
| Refined Wealth Management | 152,338 | $4,062,877 | 3.65% |
| Michael S. Ryan, Inc. | 147,531 | $3,806,300 | 3.63% |
| Melone Private Wealth, LLC | 173,117 | $4,617,042 | 3.30% |
| Elwood & Goetz Wealth Advisory Group, LLC | 428,408 | $11,425,650 | 2.65% |
| Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $128,591 | 2.54% |
| Vertex Planning Partners, LLC | 260,953 | $6,959,624 | 2.40% |
| Rise Advisors, LLC | 107,575 | $2,869,021 | 2.27% |