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 2023 | $35,447 | +1.0% | 1,268 | +0.6% | 0.04% | 0.0% |
| Q1 2023 | $35,100 | -33.5% | 1,260 | -36.3% | 0.04% | -12.2% |
| Q4 2022 | $52,817 | -62.8% | 1,979 | -65.8% | 0.04% | -63.7% |
| Q3 2022 | $142,000 | -34.6% | 5,780 | -23.5% | 0.11% | -30.7% |
| Q2 2022 | $217,000 | -91.0% | 7,553 | -89.8% | 0.16% | -89.7% |
| Q1 2022 | $2,420,000 | +23.7% | 74,104 | +39.5% | 1.59% | +33.2% |
| Q4 2021 | $1,957,000 | -20.2% | 53,117 | -19.2% | 1.19% | -23.2% |
| Q3 2021 | $2,452,000 | -36.3% | 65,707 | -28.2% | 1.55% | -34.7% |
| Q2 2021 | $3,850,000 | +7.3% | 91,517 | +3.8% | 2.38% | +2.1% |
| Q1 2021 | $3,588,000 | -8.6% | 88,177 | -10.9% | 2.33% | -11.7% |
| Q4 2020 | $3,925,000 | – | 98,946 | – | 2.64% | – |
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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% |