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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $292,000 | -94.8% | 10,166 | -94.1% | 0.06% | -94.2% |
Q1 2022 | $5,633,000 | +45.3% | 172,473 | +64.0% | 1.12% | +45.7% |
Q4 2021 | $3,876,000 | -12.3% | 105,196 | -11.1% | 0.77% | -17.5% |
Q3 2021 | $4,418,000 | -30.6% | 118,372 | -21.8% | 0.94% | -36.3% |
Q2 2021 | $6,365,000 | +12.4% | 151,292 | +8.7% | 1.47% | -1.3% |
Q1 2021 | $5,665,000 | -11.4% | 139,214 | -13.6% | 1.49% | -19.5% |
Q4 2020 | $6,394,000 | +109.8% | 161,170 | +78.1% | 1.85% | +62.5% |
Q3 2020 | $3,047,000 | +68.4% | 90,508 | +49.7% | 1.14% | +44.9% |
Q2 2020 | $1,809,000 | – | 60,476 | – | 0.79% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Warren Street Wealth Advisors, LLC | 421,233 | $11,234,288 | 7.43% |
ESL Trust Services, LLC | 772,118 | $20,592,387 | 6.56% |
Legacy Financial Group LLC | 588,118 | $15,685,108,000 | 3.69% |
Refined Wealth Management | 152,338 | $4,062,877 | 3.65% |
Michael S. Ryan, Inc. | 147,531 | $3,806,300 | 3.63% |
Melone Private Wealth, LLC | 173,117 | $4,617,042 | 3.30% |
Elwood & Goetz Wealth Advisory Group, LLC | 428,408 | $11,425,650 | 2.65% |
Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $128,591 | 2.54% |
Vertex Planning Partners, LLC | 260,953 | $6,959,624 | 2.40% |
Rise Advisors, LLC | 107,575 | $2,869,021 | 2.27% |