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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $279,000 | -20.5% | 9,728 | -9.6% | 0.02% | -12.5% |
| Q1 2022 | $351,000 | -10.0% | 10,762 | +1.6% | 0.02% | -14.3% |
| Q4 2021 | $390,000 | -61.0% | 10,594 | -60.4% | 0.03% | -62.7% |
| Q3 2021 | $999,000 | +4.3% | 26,765 | +17.6% | 0.08% | -1.3% |
| Q2 2021 | $958,000 | +23.5% | 22,760 | +19.3% | 0.08% | +5.6% |
| Q1 2021 | $776,000 | +27.8% | 19,075 | +24.7% | 0.07% | +26.3% |
| Q4 2020 | $607,000 | +37.3% | 15,292 | +16.6% | 0.06% | +14.0% |
| Q3 2020 | $442,000 | +26.6% | 13,118 | +12.3% | 0.05% | +6.4% |
| Q2 2020 | $349,000 | +61.6% | 11,685 | +32.2% | 0.05% | +20.5% |
| Q1 2020 | $216,000 | -30.8% | 8,840 | -11.5% | 0.04% | -9.3% |
| Q4 2019 | $312,000 | +50.0% | 9,986 | +38.5% | 0.04% | +30.3% |
| Q2 2019 | $208,000 | – | 7,212 | – | 0.03% | – |
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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% |