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 | $54,623,591 | -24.9% | 2,048,129 | -21.3% | 0.01% | -25.0% |
| Q2 2023 | $72,720,276 | +0.9% | 2,601,799 | +0.5% | 0.01% | +14.3% |
| Q1 2023 | $72,065,382 | +19.5% | 2,588,555 | +14.5% | 0.01% | 0.0% |
| Q4 2022 | $60,328,912 | -14.4% | 2,261,204 | -21.0% | 0.01% | -12.5% |
| Q3 2022 | $70,506,000 | -12.8% | 2,863,758 | +1.6% | 0.01% | -11.1% |
| Q2 2022 | $80,838,000 | -21.1% | 2,818,599 | -10.2% | 0.01% | -10.0% |
| Q1 2022 | $102,491,000 | -2.7% | 3,138,136 | +9.8% | 0.01% | 0.0% |
| Q4 2021 | $105,319,000 | -15.3% | 2,858,054 | -14.2% | 0.01% | -23.1% |
| Q3 2021 | $124,377,000 | -29.8% | 3,332,712 | -20.8% | 0.01% | -27.8% |
| Q2 2021 | $177,131,000 | +12.1% | 4,210,406 | +8.4% | 0.02% | 0.0% |
| Q1 2021 | $158,033,000 | +18.9% | 3,883,830 | +15.9% | 0.02% | +5.9% |
| Q4 2020 | $132,920,000 | +106.1% | 3,350,646 | +74.9% | 0.02% | +88.9% |
| Q3 2020 | $64,491,000 | +27.9% | 1,915,393 | +13.6% | 0.01% | +12.5% |
| Q2 2020 | $50,437,000 | +56.4% | 1,686,301 | +27.7% | 0.01% | +33.3% |
| Q1 2020 | $32,254,000 | -11.2% | 1,320,791 | +13.5% | 0.01% | +20.0% |
| Q4 2019 | $36,317,000 | +52.2% | 1,163,266 | +34.8% | 0.01% | +25.0% |
| Q3 2019 | $23,861,000 | -1.0% | 862,968 | +3.4% | 0.00% | 0.0% |
| Q2 2019 | $24,091,000 | -12.6% | 834,484 | -12.7% | 0.00% | 0.0% |
| Q1 2019 | $27,573,000 | +64.7% | 956,401 | +46.0% | 0.00% | +33.3% |
| Q4 2018 | $16,741,000 | +869.9% | 654,961 | +971.8% | 0.00% | – |
| Q3 2018 | $1,726,000 | +183.0% | 61,110 | +194.3% | 0.00% | – |
| Q2 2018 | $610,000 | +21.8% | 20,767 | +34.0% | 0.00% | – |
| Q1 2018 | $501,000 | +3753.8% | 15,492 | +3697.1% | 0.00% | – |
| Q4 2017 | $13,000 | – | 408 | – | 0.00% | – |
Download | ||||||
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% |