WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 120 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $6,837,000 | +38.0% | 165,823 | +36.1% | 4.15% | +29.5% |
| Q1 2021 | $4,956,000 | +8.8% | 121,805 | +5.9% | 3.21% | +3.9% |
| Q4 2020 | $4,556,000 | +30.6% | 115,056 | +10.8% | 3.09% | +19.2% |
| Q3 2020 | $3,488,000 | +20.3% | 103,844 | +7.1% | 2.59% | +12.5% |
| Q2 2020 | $2,899,000 | +30.2% | 96,958 | +6.5% | 2.30% | +6.9% |
| Q1 2020 | $2,227,000 | +756.5% | 91,020 | +991.1% | 2.15% | +808.4% |
| Q4 2019 | $260,000 | – | 8,342 | – | 0.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,934,654 | $76,748,000 | 19.17% |
| ESL Trust Services, LLC | 670,530 | $26,600,000 | 9.77% |
| MFA WEALTH ADVISORS, LLC | 216,579 | $8,591,000 | 7.65% |
| WADDELL & ASSOCIATES, LLC | 682,297 | $27,067,000 | 6.19% |
| CLIENT 1ST ADVISORY GROUP, LLC | 222,508 | $9,279,000 | 6.02% |
| Legacy Capital Wealth Partners, LLC | 346,779 | $13,757,000 | 5.89% |
| DeGreen Capital Management LLC | 370,517 | $14,698,000 | 5.74% |
| VIVID FINANCIAL MANAGEMENT, INC. | 286,499 | $11,365,000 | 5.48% |
| Coyle Financial Counsel LLC | 181,821 | $7,213,000 | 5.29% |
| TOMPKINS FINANCIAL CORP | 703,724 | $27,909,000 | 5.02% |