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 | $59,561 | -82.1% | 2,233 | -81.2% | 0.00% | -100.0% |
| Q2 2023 | $331,934 | +0.3% | 11,876 | -0.1% | 0.00% | 0.0% |
| Q1 2023 | $330,878 | +4.4% | 11,885 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $316,852 | +8.5% | 11,876 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $292,000 | -14.4% | 11,876 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $341,000 | -12.1% | 11,876 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $388,000 | -15.7% | 11,876 | -4.7% | 0.00% | 0.0% |
| Q4 2021 | $460,000 | -1.1% | 12,467 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $465,000 | -11.4% | 12,467 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $525,000 | +2087.5% | 12,467 | +2009.5% | 0.00% | – |
| Q1 2021 | $24,000 | +26.3% | 591 | +20.9% | 0.00% | – |
| Q4 2020 | $19,000 | +18.8% | 489 | 0.0% | 0.00% | – |
| Q3 2020 | $16,000 | +6.7% | 489 | 0.0% | 0.00% | – |
| Q2 2020 | $15,000 | +25.0% | 489 | +12.7% | 0.00% | – |
| Q3 2019 | $12,000 | – | 434 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 352,050 | $8,667,000 | 8.73% |
| ESL Trust Services, LLC | 711,877 | $17,526,000 | 6.51% |
| Melone Private Wealth, LLC | 235,181 | $6,018,000 | 5.26% |
| Legacy Financial Group LLC | 436,470 | $10,746,000 | 3.59% |
| TOMPKINS FINANCIAL CORP | 801,204 | $19,726,000 | 3.33% |
| WESCAP Management Group, Inc. | 343,038 | $8,445,000 | 3.23% |
| Amplius Wealth Advisors, LLC | 706,392 | $17,391,000 | 3.11% |
| Refined Wealth Management | 139,239 | $3,428,000 | 3.09% |
| Stewardship Advisors, LLC | 284,250 | $6,998,000 | 3.03% |
| ETF Store, Inc. | 131,806 | $3,245,000 | 2.83% |