WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 87 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $15,437,000 | +39.4% | 632,137 | +78.2% | 4.10% | +62.0% |
| Q4 2019 | $11,075,000 | +8.4% | 354,732 | -4.0% | 2.53% | +3.6% |
| Q3 2019 | $10,213,000 | -2.5% | 369,353 | +1.8% | 2.44% | -4.6% |
| Q2 2019 | $10,476,000 | +40.1% | 362,857 | +39.8% | 2.56% | +36.8% |
| Q1 2019 | $7,480,000 | +12.1% | 259,465 | -0.6% | 1.87% | -1.4% |
| Q4 2018 | $6,671,000 | -35.6% | 261,005 | -28.8% | 1.90% | -25.4% |
| Q3 2018 | $10,357,000 | -8.9% | 366,631 | -5.3% | 2.54% | -17.4% |
| Q2 2018 | $11,372,000 | -2.4% | 387,079 | +7.4% | 3.08% | -7.8% |
| Q1 2018 | $11,651,000 | – | 360,300 | – | 3.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 335,920 | $9,634,000 | 9.31% |
| ESL Trust Services, LLC | 711,577 | $20,408,000 | 7.06% |
| Melone Private Wealth, LLC | 227,763 | $6,539,000 | 5.54% |
| Castleview Partners, LLC | 130,668 | $4,889,631,000 | 3.89% |
| Legacy Financial Group LLC | 409,485 | $11,744,000 | 3.70% |
| TOMPKINS FINANCIAL CORP | 779,913 | $22,368,000 | 3.60% |
| Refined Wealth Management | 134,717 | $3,864,000 | 3.46% |
| WESCAP Management Group, Inc. | 351,625 | $10,084,000 | 3.45% |
| Beaumont Capital Management, LLC | 137,886 | $3,954,000 | 3.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 327,154 | $9,383,000 | 3.19% |