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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $76,748,000 | +17.3% | 1,934,654 | -0.4% | 19.17% | +3.9% |
| Q3 2020 | $65,413,000 | +10.8% | 1,942,754 | -1.6% | 18.46% | +7.5% |
| Q2 2020 | $59,026,000 | +25.1% | 1,973,441 | +2.1% | 17.17% | +30.7% |
| Q1 2020 | $47,180,000 | -14.1% | 1,932,024 | +9.8% | 13.14% | +3.8% |
| Q4 2019 | $54,921,000 | +13.7% | 1,759,163 | +0.7% | 12.66% | +4.7% |
| Q3 2019 | $48,298,000 | +5.1% | 1,746,760 | +9.7% | 12.09% | -1.2% |
| Q2 2019 | $45,959,000 | +7.8% | 1,591,941 | +7.7% | 12.24% | +0.7% |
| Q1 2019 | $42,619,000 | +25.6% | 1,478,299 | +11.4% | 12.16% | +11.0% |
| Q4 2018 | $33,923,000 | – | 1,327,206 | – | 10.95% | – |
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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% |