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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,491,375 | +62.7% | 1,105,182 | +70.4% | 0.04% | +33.3% |
| Q2 2023 | $18,130,833 | +47.7% | 648,494 | +47.1% | 0.03% | +43.5% |
| Q1 2023 | $12,274,812 | +104.8% | 440,816 | +96.4% | 0.02% | +91.7% |
| Q4 2022 | $5,994,678 | -70.0% | 224,441 | -72.3% | 0.01% | -73.9% |
| Q3 2022 | $19,966,000 | +10.7% | 810,596 | +29.0% | 0.05% | +15.0% |
| Q2 2022 | $18,034,000 | -32.8% | 628,456 | -11.1% | 0.04% | -23.1% |
| Q1 2022 | $26,843,000 | -5.4% | 706,907 | -8.1% | 0.05% | -3.7% |
| Q4 2021 | $28,365,000 | -60.9% | 769,234 | -60.4% | 0.05% | -64.2% |
| Q3 2021 | $72,625,000 | +55.8% | 1,944,837 | +75.7% | 0.15% | +49.5% |
| Q2 2021 | $46,609,000 | +67.1% | 1,107,020 | +61.6% | 0.10% | +50.7% |
| Q1 2021 | $27,898,000 | +118.9% | 684,933 | +113.3% | 0.07% | +97.1% |
| Q4 2020 | $12,745,000 | +141.7% | 321,116 | +104.9% | 0.03% | +112.5% |
| Q3 2020 | $5,273,000 | +13.8% | 156,744 | +1.2% | 0.02% | 0.0% |
| Q2 2020 | $4,632,000 | +543.3% | 154,919 | +426.3% | 0.02% | +433.3% |
| Q1 2020 | $720,000 | – | 29,436 | – | 0.00% | – |
Download | ||||||
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% |