WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 123 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $212,473 | -0.6% | 7,212 | -2.6% | 0.01% | -7.7% |
| Q4 2023 | $213,763 | +0.8% | 7,402 | -2.5% | 0.01% | -7.1% |
| Q2 2023 | $212,124 | +4.4% | 7,589 | +4.0% | 0.01% | -6.7% |
| Q1 2023 | $203,218 | -18.5% | 7,300 | -21.9% | 0.02% | -21.1% |
| Q4 2022 | $249,313 | +7.9% | 9,345 | -0.3% | 0.02% | 0.0% |
| Q3 2022 | $231,000 | -13.5% | 9,371 | +0.8% | 0.02% | -13.6% |
| Q2 2022 | $267,000 | -51.5% | 9,300 | -44.8% | 0.02% | -50.0% |
| Q1 2022 | $550,000 | -87.3% | 16,838 | -83.7% | 0.04% | -88.5% |
| Q4 2021 | $4,322,000 | +8.4% | 103,367 | -3.3% | 0.38% | +14.3% |
| Q3 2021 | $3,987,000 | -7.8% | 106,929 | +3.4% | 0.34% | -12.5% |
| Q2 2021 | $4,322,000 | +17.4% | 103,367 | +14.7% | 0.38% | +1.9% |
| Q1 2021 | $3,681,000 | +526.0% | 90,100 | +508.1% | 0.38% | +438.6% |
| Q4 2020 | $588,000 | +78.2% | 14,817 | +53.3% | 0.07% | +55.6% |
| Q3 2020 | $330,000 | +28.4% | 9,664 | +12.6% | 0.04% | +21.6% |
| Q2 2020 | $257,000 | +19.0% | 8,585 | -2.9% | 0.04% | -35.1% |
| Q1 2020 | $216,000 | – | 8,841 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |