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 | $573,000 | +13.7% | 19,981 | +29.4% | 0.38% | +28.9% |
| Q1 2022 | $504,000 | +12.2% | 15,446 | +26.8% | 0.29% | +20.2% |
| Q4 2021 | $449,000 | -58.9% | 12,180 | -57.1% | 0.24% | -68.6% |
| Q3 2021 | $1,092,000 | +172.3% | 28,397 | +198.2% | 0.77% | +169.2% |
| Q2 2021 | $401,000 | +37.3% | 9,523 | +32.7% | 0.29% | +21.2% |
| Q1 2021 | $292,000 | -7.9% | 7,176 | 0.0% | 0.24% | +63.9% |
| Q4 2020 | $317,000 | – | 7,176 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |