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 | $700,007 | -2.8% | 26,247 | +1.9% | 0.14% | +6.6% |
| Q2 2023 | $719,992 | -7.6% | 25,760 | -8.0% | 0.14% | -13.9% |
| Q1 2023 | $779,381 | +8.9% | 27,995 | +4.4% | 0.16% | +64.6% |
| Q4 2022 | $715,451 | +10.6% | 26,816 | +2.1% | 0.10% | -39.2% |
| Q3 2022 | $647,000 | -35.1% | 26,277 | -24.4% | 0.16% | -21.8% |
| Q2 2022 | $997,000 | -33.2% | 34,773 | -23.9% | 0.20% | -24.1% |
| Q1 2022 | $1,493,000 | +0.7% | 45,713 | +13.6% | 0.27% | +8.1% |
| Q4 2021 | $1,482,000 | -2.9% | 40,225 | -1.7% | 0.25% | -9.2% |
| Q3 2021 | $1,527,000 | -27.1% | 40,919 | -17.8% | 0.27% | -29.1% |
| Q2 2021 | $2,094,000 | +10.7% | 49,780 | +7.1% | 0.38% | -11.8% |
| Q1 2021 | $1,891,000 | -18.0% | 46,474 | -20.1% | 0.43% | -25.1% |
| Q4 2020 | $2,306,000 | +29.2% | 58,132 | +9.6% | 0.58% | -0.5% |
| Q3 2020 | $1,785,000 | +11.9% | 53,018 | -0.6% | 0.58% | -4.8% |
| Q2 2020 | $1,595,000 | +220.9% | 53,343 | +162.3% | 0.61% | +168.7% |
| Q1 2020 | $497,000 | -33.2% | 20,337 | -14.7% | 0.23% | -18.6% |
| Q4 2019 | $744,000 | +32.6% | 23,830 | +17.5% | 0.28% | +10.7% |
| Q3 2019 | $561,000 | -2.8% | 20,278 | +2.4% | 0.25% | +1.2% |
| Q2 2019 | $577,000 | +49.1% | 19,794 | +47.4% | 0.25% | +25.1% |
| Q1 2019 | $387,000 | +119.9% | 13,429 | +94.7% | 0.20% | +71.6% |
| Q4 2018 | $176,000 | +1660.0% | 6,897 | +1794.8% | 0.12% | +1833.3% |
| Q3 2018 | $10,000 | – | 364 | – | 0.01% | – |
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% |