WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 87 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $780,516 | -22.5% | 25,482 | -25.5% | 0.05% | -17.2% |
| Q1 2024 | $1,007,529 | +12.3% | 34,200 | +10.1% | 0.06% | -1.7% |
| Q4 2023 | $897,197 | -4.9% | 31,066 | -12.2% | 0.06% | -13.2% |
| Q3 2023 | $943,312 | -18.9% | 35,370 | -15.0% | 0.07% | -18.1% |
| Q2 2023 | $1,163,240 | -65.6% | 41,618 | -65.8% | 0.08% | -65.8% |
| Q1 2023 | $3,383,939 | +4.0% | 121,550 | -0.4% | 0.24% | 0.0% |
| Q4 2022 | $3,254,917 | +4.6% | 121,998 | -3.5% | 0.24% | -5.4% |
| Q3 2022 | $3,111,000 | -16.2% | 126,360 | -2.4% | 0.26% | -14.6% |
| Q2 2022 | $3,713,000 | -10.8% | 129,454 | +1.6% | 0.30% | +9.9% |
| Q1 2022 | $4,163,000 | -8.5% | 127,458 | +3.2% | 0.27% | -4.5% |
| Q4 2021 | $4,551,000 | +20.7% | 123,509 | +22.2% | 0.29% | +12.5% |
| Q3 2021 | $3,771,000 | -5.5% | 101,035 | +6.5% | 0.26% | -4.5% |
| Q2 2021 | $3,991,000 | +14.1% | 94,871 | +10.3% | 0.27% | +7.7% |
| Q1 2021 | $3,499,000 | +18.5% | 85,991 | +15.5% | 0.25% | +22.8% |
| Q4 2020 | $2,953,000 | +52.0% | 74,448 | +29.0% | 0.20% | +21.7% |
| Q3 2020 | $1,943,000 | +10.8% | 57,701 | -1.5% | 0.17% | 0.0% |
| Q2 2020 | $1,753,000 | +26.2% | 58,598 | +3.0% | 0.17% | -16.2% |
| Q1 2020 | $1,389,000 | -12.3% | 56,896 | +12.2% | 0.20% | +17.2% |
| Q4 2019 | $1,583,000 | +7.8% | 50,695 | -4.6% | 0.17% | +0.6% |
| Q3 2019 | $1,469,000 | -1.3% | 53,142 | +3.1% | 0.17% | -2.9% |
| Q2 2019 | $1,488,000 | +3.8% | 51,551 | +3.6% | 0.17% | -2.8% |
| Q1 2019 | $1,434,000 | +12.1% | 49,750 | -0.6% | 0.18% | +1.7% |
| Q4 2018 | $1,279,000 | -9.9% | 50,050 | -0.4% | 0.18% | +10.8% |
| Q3 2018 | $1,419,000 | +6.5% | 50,240 | +9.5% | 0.16% | -1.9% |
| Q2 2018 | $1,333,000 | -1.2% | 45,865 | +9.9% | 0.16% | -8.0% |
| Q1 2018 | $1,349,000 | – | 41,730 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 335,920 | $9,634,000 | 9.31% |
| ESL Trust Services, LLC | 711,577 | $20,408,000 | 7.06% |
| Melone Private Wealth, LLC | 227,763 | $6,539,000 | 5.54% |
| Castleview Partners, LLC | 130,668 | $4,889,631,000 | 3.89% |
| Legacy Financial Group LLC | 409,485 | $11,744,000 | 3.70% |
| TOMPKINS FINANCIAL CORP | 779,913 | $22,368,000 | 3.60% |
| Refined Wealth Management | 134,717 | $3,864,000 | 3.46% |
| WESCAP Management Group, Inc. | 351,625 | $10,084,000 | 3.45% |
| Beaumont Capital Management, LLC | 137,886 | $3,954,000 | 3.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 327,154 | $9,383,000 | 3.19% |