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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,798 | -99.9% | 179,856 | -2.0% | 0.02% | +4.3% |
| Q3 2022 | $4,520,000 | -11.8% | 183,600 | +2.8% | 0.02% | -14.8% |
| Q2 2022 | $5,124,000 | -19.0% | 178,682 | -7.8% | 0.03% | -12.9% |
| Q1 2022 | $6,328,000 | +4118.7% | 193,762 | +4639.8% | 0.03% | +3000.0% |
| Q4 2021 | $150,000 | -45.3% | 4,088 | -44.4% | 0.00% | 0.0% |
| Q3 2021 | $274,000 | -96.9% | 7,347 | -96.5% | 0.00% | -98.0% |
| Q2 2021 | $8,860,000 | +9.3% | 210,623 | +5.7% | 0.05% | -9.1% |
| Q1 2021 | $8,104,000 | -7.5% | 199,177 | -9.8% | 0.06% | -16.7% |
| Q4 2020 | $8,764,000 | +16.1% | 220,922 | -1.5% | 0.07% | -7.0% |
| Q3 2020 | $7,550,000 | +17.8% | 224,245 | +4.6% | 0.07% | +6.0% |
| Q2 2020 | $6,410,000 | – | 214,311 | – | 0.07% | – |
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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% |