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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,077,766 | -22.5% | 377,869 | -18.8% | 0.00% | -25.0% |
| Q2 2023 | $13,009,579 | -65.3% | 465,459 | -66.9% | 0.00% | -76.5% |
| Q4 2022 | $37,469,099 | +1640.3% | 1,404,389 | +1505.9% | 0.02% | +1600.0% |
| Q3 2022 | $2,153,000 | -98.5% | 87,454 | -98.0% | 0.00% | -97.9% |
| Q1 2022 | $145,263,000 | +20.4% | 4,447,748 | +35.8% | 0.05% | +17.5% |
| Q4 2021 | $120,695,000 | -35.9% | 3,275,314 | -35.0% | 0.04% | -39.4% |
| Q3 2021 | $188,173,000 | +2139.1% | 5,042,150 | +2424.2% | 0.07% | +2100.0% |
| Q2 2021 | $8,404,000 | -89.6% | 199,753 | -89.9% | 0.00% | -92.5% |
| Q1 2021 | $80,633,000 | +1622.9% | 1,981,631 | +1579.7% | 0.04% | +1900.0% |
| Q4 2020 | $4,680,000 | -75.5% | 117,977 | -79.2% | 0.00% | -81.8% |
| Q3 2020 | $19,121,000 | +42.9% | 567,884 | +26.9% | 0.01% | +10.0% |
| Q2 2020 | $13,383,000 | +709.6% | 447,443 | +560.9% | 0.01% | +400.0% |
| Q1 2020 | $1,653,000 | -69.6% | 67,698 | -61.1% | 0.00% | -75.0% |
| Q4 2019 | $5,434,000 | +858.4% | 174,066 | +748.3% | 0.01% | +700.0% |
| Q3 2019 | $567,000 | -74.5% | 20,520 | -73.3% | 0.00% | -75.0% |
| Q2 2019 | $2,222,000 | +340.9% | 76,957 | +340.6% | 0.00% | +300.0% |
| Q1 2019 | $504,000 | -63.5% | 17,466 | -67.7% | 0.00% | -66.7% |
| Q4 2018 | $1,380,000 | -51.3% | 53,994 | -44.0% | 0.00% | -57.1% |
| Q2 2018 | $2,835,000 | -49.4% | 96,494 | -44.3% | 0.01% | -50.0% |
| Q1 2018 | $5,603,000 | +432.1% | 173,256 | +424.2% | 0.01% | +366.7% |
| Q4 2017 | $1,053,000 | -68.8% | 33,049 | -71.0% | 0.00% | -72.7% |
| Q3 2017 | $3,375,000 | +77.1% | 114,047 | +61.2% | 0.01% | +57.1% |
| Q2 2017 | $1,906,000 | +568.8% | 70,768 | +524.4% | 0.01% | +600.0% |
| Q1 2017 | $285,000 | +16.8% | 11,333 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $244,000 | +20.2% | 11,333 | +29.1% | 0.00% | 0.0% |
| Q3 2016 | $203,000 | – | 8,781 | – | 0.00% | – |
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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% |