WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 161 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,312,000 | -12.1% | 35,145 | -0.9% | 0.18% | -12.7% |
| Q2 2021 | $1,492,000 | +20.9% | 35,455 | +17.0% | 0.21% | +28.5% |
| Q1 2021 | $1,234,000 | +127.3% | 30,316 | +121.3% | 0.16% | +79.3% |
| Q4 2020 | $543,000 | +167.5% | 13,698 | +127.3% | 0.09% | +142.1% |
| Q3 2020 | $203,000 | – | 6,027 | – | 0.04% | – |
Download | ||||||
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% |