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 2023 | $210,053 | +1.2% | 7,545 | -3.1% | 0.08% | -5.8% |
| Q4 2022 | $207,650 | -40.8% | 7,783 | -45.4% | 0.09% | -41.9% |
| Q3 2022 | $351,000 | -17.0% | 14,243 | -3.4% | 0.15% | -18.7% |
| Q2 2022 | $423,000 | -13.5% | 14,743 | -1.6% | 0.18% | +5.8% |
| Q1 2022 | $489,000 | -9.6% | 14,979 | +2.0% | 0.17% | -2.8% |
| Q4 2021 | $541,000 | +5.7% | 14,679 | +7.0% | 0.18% | +0.6% |
| Q3 2021 | $512,000 | -12.3% | 13,724 | -1.1% | 0.18% | -8.8% |
| Q2 2021 | $584,000 | +5.4% | 13,872 | +1.9% | 0.19% | -5.4% |
| Q1 2021 | $554,000 | +21.5% | 13,617 | +18.5% | 0.20% | +13.3% |
| Q4 2020 | $456,000 | +34.9% | 11,489 | +14.3% | 0.18% | +12.5% |
| Q3 2020 | $338,000 | – | 10,051 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |