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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,772 | -5.4% | 11,615 | -0.8% | 0.03% | -3.6% |
| Q2 2023 | $327,334 | -16.9% | 11,711 | -17.3% | 0.03% | -22.2% |
| Q1 2023 | $394,059 | -97.2% | 14,154 | -97.3% | 0.04% | -97.3% |
| Q4 2022 | $14,007,668 | -14.8% | 525,025 | -21.4% | 1.33% | -21.8% |
| Q3 2022 | $16,437,000 | -21.1% | 667,614 | -8.1% | 1.70% | -15.6% |
| Q2 2022 | $20,838,000 | -19.5% | 726,583 | -8.3% | 2.01% | -6.8% |
| Q1 2022 | $25,887,000 | +27.8% | 792,633 | +39.4% | 2.16% | +21.5% |
| Q4 2021 | $20,253,000 | +54.6% | 568,578 | +62.0% | 1.78% | +55.6% |
| Q3 2021 | $13,101,000 | -32.9% | 351,055 | -24.4% | 1.14% | -35.6% |
| Q2 2021 | $19,523,000 | +27.0% | 464,071 | +25.5% | 1.78% | +15.8% |
| Q1 2021 | $15,372,000 | +15.8% | 369,868 | +20.5% | 1.53% | +6.5% |
| Q4 2020 | $13,275,000 | – | 306,855 | – | 1.44% | – |
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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% |