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 | $910,470 | -1.6% | 34,323 | +3.9% | 0.38% | -0.5% |
| Q2 2023 | $925,119 | -2.1% | 33,020 | -3.8% | 0.38% | -7.9% |
| Q1 2023 | $945,198 | +4.2% | 34,331 | +1.0% | 0.42% | -3.3% |
| Q4 2022 | $907,237 | -29.8% | 34,004 | -34.4% | 0.43% | -40.3% |
| Q3 2022 | $1,292,000 | -18.3% | 51,796 | -6.9% | 0.72% | -3.2% |
| Q2 2022 | $1,581,000 | -15.1% | 55,640 | -1.1% | 0.74% | +0.4% |
| Q1 2022 | $1,863,000 | -10.5% | 56,244 | -0.0% | 0.74% | -6.8% |
| Q4 2021 | $2,082,000 | +9.2% | 56,247 | +10.1% | 0.80% | +0.9% |
| Q3 2021 | $1,906,000 | -10.3% | 51,077 | +0.8% | 0.79% | -11.5% |
| Q2 2021 | $2,125,000 | +108.5% | 50,663 | +67.4% | 0.89% | +49.6% |
| Q1 2021 | $1,019,000 | -42.6% | 30,266 | -31.8% | 0.60% | -32.6% |
| Q4 2020 | $1,774,000 | +74.1% | 44,349 | +46.5% | 0.88% | +48.7% |
| Q3 2020 | $1,019,000 | +19.5% | 30,266 | +6.1% | 0.59% | +14.0% |
| Q2 2020 | $853,000 | +26.7% | 28,516 | -0.4% | 0.52% | +5.5% |
| Q1 2020 | $673,000 | -8.1% | 28,618 | +24.3% | 0.49% | +16.8% |
| Q4 2019 | $732,000 | -99.9% | 23,028 | +9.6% | 0.42% | +21.6% |
| Q3 2019 | $577,509,000 | +104143.5% | 21,017 | +3.1% | 0.35% | -1.4% |
| Q2 2019 | $554,000 | +16.4% | 20,388 | +27.3% | 0.35% | +13.5% |
| Q1 2019 | $476,000 | +85.2% | 16,015 | +73.9% | 0.31% | +69.0% |
| Q4 2018 | $257,000 | – | 9,207 | – | 0.18% | – |
Download | ||||||
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% |