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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $273,000 | +9.6% | 8,358 | +23.4% | 0.09% | +9.9% |
| Q4 2021 | $249,000 | -48.4% | 6,771 | -47.7% | 0.08% | -43.4% |
| Q3 2021 | $483,000 | -32.2% | 12,946 | -23.5% | 0.14% | -32.2% |
| Q2 2021 | $712,000 | +9.2% | 16,916 | +5.6% | 0.21% | -5.4% |
| Q1 2021 | $652,000 | -14.1% | 16,017 | -16.3% | 0.22% | -18.0% |
| Q4 2020 | $759,000 | +126.6% | 19,141 | +92.5% | 0.27% | +97.1% |
| Q3 2020 | $335,000 | – | 9,941 | – | 0.14% | – |
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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% |