WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 158 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,309 | -6.4% | 199,060 | -1.9% | 0.01% | -8.3% |
| Q2 2023 | $5,670 | -15.2% | 202,876 | -15.5% | 0.01% | -14.3% |
| Q1 2023 | $6,683 | -17.8% | 240,072 | -21.2% | 0.01% | -30.0% |
| Q4 2022 | $8,129 | -99.9% | 304,694 | -4.8% | 0.02% | 0.0% |
| Q3 2022 | $7,882,000 | -29.5% | 320,152 | -17.9% | 0.02% | -31.0% |
| Q2 2022 | $11,187,000 | -11.8% | 390,063 | +0.5% | 0.03% | 0.0% |
| Q1 2022 | $12,681,000 | -11.9% | 388,287 | -0.6% | 0.03% | -9.4% |
| Q4 2021 | $14,394,000 | -0.6% | 390,637 | +0.7% | 0.03% | -11.1% |
| Q3 2021 | $14,477,000 | -11.2% | 387,925 | +0.1% | 0.04% | -12.2% |
| Q2 2021 | $16,302,000 | +4.2% | 387,499 | +0.7% | 0.04% | -6.8% |
| Q1 2021 | $15,651,000 | +2.6% | 384,658 | +0.0% | 0.04% | -4.3% |
| Q4 2020 | $15,254,000 | +11.0% | 384,530 | -5.8% | 0.05% | -2.1% |
| Q3 2020 | $13,742,000 | +5.8% | 408,166 | -6.0% | 0.05% | -4.1% |
| Q2 2020 | $12,986,000 | +27.3% | 434,188 | +3.9% | 0.05% | +2.1% |
| Q1 2020 | $10,205,000 | -10.5% | 417,935 | +14.4% | 0.05% | +11.6% |
| Q4 2019 | $11,402,000 | +31.5% | 365,227 | +16.4% | 0.04% | +16.2% |
| Q3 2019 | $8,673,000 | +4.3% | 313,701 | +8.9% | 0.04% | 0.0% |
| Q2 2019 | $8,317,000 | +6.6% | 288,100 | +6.5% | 0.04% | +2.8% |
| Q1 2019 | $7,802,000 | +15.5% | 270,621 | +2.4% | 0.04% | 0.0% |
| Q4 2018 | $6,757,000 | +699.6% | 264,386 | +783.7% | 0.04% | +800.0% |
| Q3 2018 | $845,000 | +112.8% | 29,918 | +121.7% | 0.00% | +100.0% |
| Q2 2018 | $397,000 | +2.8% | 13,497 | +12.9% | 0.00% | 0.0% |
| Q1 2018 | $386,000 | – | 11,954 | – | 0.00% | – |
Download | ||||||
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% |