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 | $1,990,050 | -45.2% | 74,618 | -42.6% | 0.20% | -55.4% |
| Q2 2023 | $3,630,490 | +30.7% | 129,892 | +30.2% | 0.46% | -0.9% |
| Q1 2023 | $2,776,763 | -0.5% | 99,740 | -4.6% | 0.46% | -9.8% |
| Q4 2022 | $2,789,769 | -70.5% | 104,564 | -72.8% | 0.51% | -77.9% |
| Q3 2022 | $9,461,000 | -13.6% | 384,275 | +0.7% | 2.31% | -4.1% |
| Q2 2022 | $10,946,000 | -2.6% | 381,643 | +10.9% | 2.41% | +4.0% |
| Q1 2022 | $11,241,000 | +2.0% | 344,178 | +15.1% | 2.32% | -1.5% |
| Q4 2021 | $11,021,000 | +21.8% | 299,085 | +23.4% | 2.35% | +2.0% |
| Q3 2021 | $9,047,000 | -3.1% | 242,418 | +9.3% | 2.30% | -9.4% |
| Q2 2021 | $9,335,000 | +451.1% | 221,887 | +432.9% | 2.54% | +236.6% |
| Q1 2021 | $1,694,000 | +19.5% | 41,634 | +16.6% | 0.76% | +9.4% |
| Q4 2020 | $1,417,000 | +19.7% | 35,721 | +1.6% | 0.69% | +5.0% |
| Q3 2020 | $1,184,000 | +2.7% | 35,169 | -8.8% | 0.66% | +7.5% |
| Q2 2020 | $1,153,000 | +30.0% | 38,560 | +6.2% | 0.61% | +3.6% |
| Q1 2020 | $887,000 | – | 36,315 | – | 0.59% | – |
Download | ||||||
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% |