WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 158 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,371,000 | -5.9% | 51,416 | -1.4% | 0.09% | +6.2% |
| Q2 2023 | $1,457,000 | +166034.5% | 52,133 | +58.5% | 0.08% | +42.1% |
| Q4 2022 | $877 | -99.8% | 32,885 | +168.2% | 0.06% | +67.6% |
| Q2 2021 | $516,000 | -47.1% | 12,260 | -48.2% | 0.03% | 0.0% |
| Q1 2021 | $976,000 | -43.8% | 23,680 | -45.9% | 0.03% | -54.1% |
| Q4 2020 | $1,737,000 | +163.6% | 43,789 | +123.6% | 0.07% | +124.2% |
| Q3 2020 | $659,000 | +0.2% | 19,585 | -11.0% | 0.03% | -8.3% |
| Q2 2020 | $658,000 | – | 22,016 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 352,050 | $8,667,000 | 8.73% |
| ESL Trust Services, LLC | 711,877 | $17,526,000 | 6.51% |
| Melone Private Wealth, LLC | 235,181 | $6,018,000 | 5.26% |
| Legacy Financial Group LLC | 436,470 | $10,746,000 | 3.59% |
| TOMPKINS FINANCIAL CORP | 801,204 | $19,726,000 | 3.33% |
| WESCAP Management Group, Inc. | 343,038 | $8,445,000 | 3.23% |
| Amplius Wealth Advisors, LLC | 706,392 | $17,391,000 | 3.11% |
| Refined Wealth Management | 139,239 | $3,428,000 | 3.09% |
| Stewardship Advisors, LLC | 284,250 | $6,998,000 | 3.03% |
| ETF Store, Inc. | 131,806 | $3,245,000 | 2.83% |