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 2021 | $1,912,000 | -30.2% | 45,443 | -32.5% | 0.50% | -34.2% |
| Q1 2021 | $2,738,000 | -27.3% | 67,289 | -29.1% | 0.76% | -5.3% |
| Q4 2020 | $3,766,000 | -48.4% | 94,939 | -56.2% | 0.81% | -63.6% |
| Q3 2020 | $7,304,000 | -28.4% | 216,935 | -36.4% | 2.22% | -32.9% |
| Q2 2020 | $10,201,000 | – | 341,040 | – | 3.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,973,441 | $59,026,000 | 17.17% |
| ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
| WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
| DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
| CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
| Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
| MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
| TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
| VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
| MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |