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 2023 | $265,394 | +2.0% | 9,190 | -5.8% | 0.03% | -10.0% |
| Q3 2023 | $260,085 | -29.8% | 9,752 | -26.5% | 0.03% | -42.3% |
| Q2 2023 | $370,633 | -6.8% | 13,261 | -7.2% | 0.05% | +15.6% |
| Q1 2023 | $397,745 | -48.7% | 14,287 | -47.4% | 0.04% | -16.7% |
| Q4 2022 | $775,933 | -94.0% | 27,159 | -93.6% | 0.05% | -94.0% |
| Q1 2022 | $12,885,000 | -54.6% | 424,550 | -45.9% | 0.89% | -52.2% |
| Q4 2021 | $28,379,000 | -5.5% | 785,046 | -2.5% | 1.87% | -6.4% |
| Q3 2021 | $30,037,000 | -6.4% | 805,279 | -1.2% | 2.00% | -11.6% |
| Q2 2021 | $32,096,000 | -2.7% | 814,827 | +0.6% | 2.26% | -11.7% |
| Q1 2021 | $32,974,000 | -2.0% | 810,356 | +4.4% | 2.56% | -10.5% |
| Q4 2020 | $33,638,000 | +28.1% | 776,153 | +6.9% | 2.86% | +11.7% |
| Q3 2020 | $26,249,000 | +3.2% | 725,721 | -5.0% | 2.56% | -2.8% |
| Q2 2020 | $25,441,000 | +23.1% | 763,533 | -1.3% | 2.63% | -1.8% |
| Q1 2020 | $20,674,000 | -15.0% | 773,443 | +1.4% | 2.68% | -6.5% |
| Q4 2019 | $24,309,000 | – | 762,758 | – | 2.87% | – |
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% |