WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 68 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $495,000 | -20.2% | 13,433 | -19.2% | 0.03% | -31.2% |
| Q3 2021 | $620,000 | -6.1% | 16,633 | +6.1% | 0.05% | -9.4% |
| Q2 2021 | $660,000 | +75.1% | 15,683 | +69.4% | 0.05% | +60.6% |
| Q1 2021 | $377,000 | +45.0% | 9,260 | +41.4% | 0.03% | +32.0% |
| Q4 2020 | $260,000 | +400.0% | 6,550 | +318.5% | 0.02% | +316.7% |
| Q3 2020 | $52,000 | +188.9% | 1,565 | +110.1% | 0.01% | +200.0% |
| Q1 2020 | $18,000 | -96.9% | 745 | -96.0% | 0.00% | -96.7% |
| Q4 2019 | $583,000 | +15.2% | 18,671 | +1.9% | 0.06% | +9.1% |
| Q3 2019 | $506,000 | -3.1% | 18,316 | +1.3% | 0.06% | -1.8% |
| Q2 2019 | $522,000 | -8.1% | 18,087 | -18.6% | 0.06% | -52.5% |
| Q4 2018 | $568,000 | +19.6% | 22,221 | +37.5% | 0.12% | -35.2% |
| Q2 2018 | $475,000 | -12.2% | 16,160 | -3.4% | 0.18% | +59.6% |
| Q1 2018 | $541,000 | – | 16,728 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 421,233 | $11,234,288 | 7.43% |
| ESL Trust Services, LLC | 772,118 | $20,592,387 | 6.56% |
| Legacy Financial Group LLC | 588,118 | $15,685,108,000 | 3.69% |
| Refined Wealth Management | 152,338 | $4,062,877 | 3.65% |
| Michael S. Ryan, Inc. | 147,531 | $3,806,300 | 3.63% |
| Melone Private Wealth, LLC | 173,117 | $4,617,042 | 3.30% |
| Elwood & Goetz Wealth Advisory Group, LLC | 428,408 | $11,425,650 | 2.65% |
| Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $128,591 | 2.54% |
| Vertex Planning Partners, LLC | 260,953 | $6,959,624 | 2.40% |
| Rise Advisors, LLC | 107,575 | $2,869,021 | 2.27% |