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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |