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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $633,000 | -57.5% | 19,378 | -52.0% | 0.12% | -51.6% |
| Q4 2021 | $1,488,000 | +94.3% | 40,368 | +96.6% | 0.26% | +53.3% |
| Q3 2021 | $766,000 | -15.5% | 20,531 | -4.7% | 0.17% | -16.5% |
| Q2 2021 | $906,000 | +1194.3% | 21,542 | +930.2% | 0.20% | +769.6% |
| Q3 2020 | $70,000 | +169.2% | 2,091 | +94.7% | 0.02% | +109.1% |
| Q1 2020 | $26,000 | +4.0% | 1,074 | +17.5% | 0.01% | +37.5% |
| Q3 2019 | $25,000 | -3.8% | 914 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | – | 902 | – | 0.01% | – |
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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% |