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 | $750,374 | -2.0% | 28,135 | +2.8% | 0.04% | -5.0% |
| Q2 2023 | $765,298 | -18.9% | 27,381 | -19.2% | 0.04% | -25.9% |
| Q1 2023 | $943,147 | +29.1% | 33,877 | +23.7% | 0.05% | +17.4% |
| Q4 2022 | $730,733 | -19.6% | 27,389 | -25.8% | 0.05% | -33.3% |
| Q3 2022 | $909,000 | +14.2% | 36,935 | +33.1% | 0.07% | -1.4% |
| Q2 2022 | $796,000 | +74.2% | 27,757 | +98.5% | 0.07% | +100.0% |
| Q1 2022 | $457,000 | -46.4% | 13,981 | -39.6% | 0.04% | -44.4% |
| Q4 2021 | $853,000 | -25.5% | 23,155 | -24.5% | 0.06% | -32.3% |
| Q3 2021 | $1,145,000 | -38.5% | 30,688 | -30.7% | 0.09% | -21.2% |
| Q2 2021 | $1,863,000 | -41.1% | 44,285 | -43.0% | 0.12% | -48.0% |
| Q1 2021 | $3,162,000 | +147.4% | 77,715 | +188.8% | 0.23% | +114.2% |
| Q4 2020 | $1,278,000 | +12.6% | 26,910 | -20.2% | 0.11% | -7.0% |
| Q3 2020 | $1,135,000 | +26.3% | 33,709 | +12.2% | 0.11% | -7.3% |
| Q2 2020 | $899,000 | +58.3% | 30,050 | +29.1% | 0.12% | +50.0% |
| Q1 2020 | $568,000 | -26.4% | 23,277 | -5.9% | 0.08% | -9.9% |
| Q4 2019 | $772,000 | +10.1% | 24,733 | -2.4% | 0.09% | -4.2% |
| Q3 2019 | $701,000 | -5.0% | 25,339 | -0.9% | 0.10% | -11.2% |
| Q2 2019 | $738,000 | +3.5% | 25,577 | +3.5% | 0.11% | -10.1% |
| Q1 2019 | $713,000 | +48.5% | 24,723 | +31.6% | 0.12% | +29.3% |
| Q4 2018 | $480,000 | – | 18,787 | – | 0.09% | – |
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% |