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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,035,350 | +6.4% | 151,250 | -1.8% | 0.56% | -3.9% |
| Q3 2022 | $3,793,000 | -39.3% | 154,100 | -29.2% | 0.59% | -36.8% |
| Q2 2022 | $6,245,000 | +2.0% | 217,750 | +16.1% | 0.93% | +16.7% |
| Q1 2022 | $6,125,000 | -28.5% | 187,550 | -19.4% | 0.80% | -23.5% |
| Q4 2021 | $8,569,000 | -1.3% | 232,550 | 0.0% | 1.04% | -4.1% |
| Q3 2021 | $8,678,000 | -11.3% | 232,550 | 0.0% | 1.09% | -15.3% |
| Q2 2021 | $9,783,000 | +30.0% | 232,550 | +25.8% | 1.28% | +16.3% |
| Q1 2021 | $7,524,000 | +2.6% | 184,900 | 0.0% | 1.10% | -0.1% |
| Q4 2020 | $7,335,000 | -14.0% | 184,900 | -27.0% | 1.10% | -16.7% |
| Q3 2020 | $8,530,000 | +12.6% | 253,350 | 0.0% | 1.32% | +9.3% |
| Q2 2020 | $7,577,000 | +25.7% | 253,350 | +2.7% | 1.21% | +22.1% |
| Q1 2020 | $6,027,000 | – | 246,800 | – | 0.99% | – |
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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% |