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 2022 | $206,000 | -10.4% | 8,227 | +0.9% | 0.08% | -14.1% |
| Q2 2022 | $230,000 | -16.1% | 8,157 | -2.8% | 0.09% | -54.7% |
| Q1 2022 | $274,000 | 0.0% | 8,389 | +16.4% | 0.20% | +91.5% |
| Q4 2021 | $274,000 | +3.4% | 7,210 | +5.1% | 0.11% | +3.9% |
| Q3 2021 | $265,000 | 0.0% | 6,858 | +5.7% | 0.10% | -13.6% |
| Q2 2021 | $265,000 | -1.5% | 6,491 | +0.5% | 0.12% | -44.3% |
| Q1 2021 | $269,000 | +5.1% | 6,457 | +0.1% | 0.21% | -5.8% |
| Q4 2020 | $256,000 | – | 6,453 | – | 0.22% | – |
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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% |