WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 85 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $440,000 | -26.7% | 11,787 | -17.4% | 0.17% | -28.3% |
| Q2 2021 | $600,000 | +2.0% | 14,267 | -1.2% | 0.24% | -2.8% |
| Q1 2021 | $588,000 | +5.2% | 14,442 | +2.5% | 0.25% | +2.5% |
| Q4 2020 | $559,000 | +18.2% | 14,087 | +0.2% | 0.24% | +3.4% |
| Q3 2020 | $473,000 | +11.0% | 14,053 | -1.4% | 0.23% | -0.9% |
| Q2 2020 | $426,000 | +21.7% | 14,253 | -0.6% | 0.24% | -2.1% |
| Q1 2020 | $350,000 | -13.6% | 14,338 | +10.4% | 0.24% | +8.6% |
| Q4 2019 | $405,000 | +14.7% | 12,983 | +1.8% | 0.22% | +0.5% |
| Q3 2019 | $353,000 | +65.0% | 12,750 | +72.3% | 0.22% | +71.9% |
| Q2 2019 | $214,000 | – | 7,400 | – | 0.13% | – |
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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% |