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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $230 | -99.9% | 8,603 | +42.7% | 0.01% | +20.0% |
| Q4 2021 | $222,000 | -1.3% | 6,028 | -0.1% | 0.01% | 0.0% |
| Q3 2021 | $225,000 | -11.4% | 6,033 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $254,000 | +3.7% | 6,033 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $245,000 | +7.5% | 6,033 | +5.0% | 0.01% | 0.0% |
| Q4 2020 | $228,000 | +0.4% | 5,748 | -14.7% | 0.01% | -14.3% |
| Q3 2020 | $227,000 | -3.8% | 6,740 | -14.6% | 0.01% | -12.5% |
| Q2 2020 | $236,000 | – | 7,890 | – | 0.01% | – |
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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% |