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 | $45,465,122 | -6.3% | 1,704,729 | -1.9% | 0.02% | 0.0% |
| Q2 2023 | $48,547,194 | +62.6% | 1,736,930 | +62.0% | 0.02% | +45.5% |
| Q1 2023 | $29,851,607 | +14.1% | 1,072,256 | +9.4% | 0.01% | +10.0% |
| Q4 2022 | $26,155,578 | +16.7% | 980,344 | +7.7% | 0.01% | 0.0% |
| Q3 2022 | $22,419,000 | -7.5% | 910,615 | +7.7% | 0.01% | 0.0% |
| Q2 2022 | $24,241,000 | -30.1% | 845,229 | -20.4% | 0.01% | -16.7% |
| Q1 2022 | $34,696,000 | -9.4% | 1,062,325 | +2.2% | 0.01% | +9.1% |
| Q4 2021 | $38,286,000 | -3.6% | 1,038,956 | -2.4% | 0.01% | -15.4% |
| Q3 2021 | $39,735,000 | -7.1% | 1,064,701 | +4.7% | 0.01% | -7.1% |
| Q2 2021 | $42,772,000 | -1.4% | 1,016,680 | -4.6% | 0.01% | 0.0% |
| Q1 2021 | $43,365,000 | +33.3% | 1,065,748 | +29.9% | 0.01% | +27.3% |
| Q4 2020 | $32,535,000 | +25.0% | 820,143 | +6.1% | 0.01% | +10.0% |
| Q3 2020 | $26,032,000 | +72.3% | 773,155 | +53.0% | 0.01% | +66.7% |
| Q2 2020 | $15,110,000 | +50.1% | 505,179 | +22.5% | 0.01% | +20.0% |
| Q1 2020 | $10,069,000 | +50.6% | 412,329 | +92.5% | 0.01% | +150.0% |
| Q4 2019 | $6,688,000 | +14.8% | 214,239 | +1.7% | 0.00% | 0.0% |
| Q3 2019 | $5,825,000 | +0.9% | 210,674 | +5.3% | 0.00% | 0.0% |
| Q2 2019 | $5,775,000 | +27.9% | 200,031 | +27.7% | 0.00% | 0.0% |
| Q1 2019 | $4,517,000 | +44.6% | 156,677 | +28.2% | 0.00% | +100.0% |
| Q4 2018 | $3,124,000 | +263.3% | 122,237 | +301.5% | 0.00% | – |
| Q3 2018 | $860,000 | +85900.0% | 30,445 | +101383.3% | 0.00% | – |
| Q2 2018 | $1,000 | -80.0% | 30 | -80.4% | 0.00% | – |
| Q1 2018 | $5,000 | +66.7% | 153 | +17.7% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 130 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | -85.0% | 130 | -85.0% | 0.00% | – |
| Q3 2016 | $20,000 | +11.1% | 869 | 0.0% | 0.00% | – |
| Q2 2016 | $18,000 | -5.3% | 869 | -0.8% | 0.00% | – |
| Q1 2016 | $19,000 | – | 876 | +5740.0% | 0.00% | – |
| Q4 2015 | $0 | -100.0% | 15 | -99.2% | 0.00% | – |
| Q3 2015 | $36,000 | -21.7% | 1,806 | -5.4% | 0.00% | – |
| Q2 2015 | $46,000 | +820.0% | 1,909 | +864.1% | 0.00% | – |
| Q4 2014 | $5,000 | – | 198 | – | 0.00% | – |
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% |