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 | $1,922,266 | +0.7% | 72,076 | +5.6% | 0.44% | +3.1% |
| Q2 2023 | $1,908,230 | +32.1% | 68,273 | +31.6% | 0.43% | +25.7% |
| Q1 2023 | $1,444,144 | +19.9% | 51,873 | +16.1% | 0.34% | -19.5% |
| Q4 2022 | $1,204,141 | -30.8% | 44,664 | -36.8% | 0.42% | -38.4% |
| Q3 2022 | $1,739,000 | -14.5% | 70,634 | -0.1% | 0.68% | -1.0% |
| Q2 2022 | $2,035,000 | -10.0% | 70,723 | +2.2% | 0.69% | +1.8% |
| Q1 2022 | $2,261,000 | -5.8% | 69,232 | +6.3% | 0.68% | -4.2% |
| Q4 2021 | $2,400,000 | +0.1% | 65,122 | +3.5% | 0.71% | -1.1% |
| Q3 2021 | $2,397,000 | 0.0% | 62,924 | +3.1% | 0.72% | -4.8% |
| Q2 2021 | $2,397,000 | +0.6% | 61,023 | +5.5% | 0.75% | -0.3% |
| Q1 2021 | $2,382,000 | +14.9% | 57,846 | +10.6% | 0.75% | -3.9% |
| Q4 2020 | $2,074,000 | – | 52,284 | – | 0.78% | – |
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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% |