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 | $18,559,302 | -9.2% | 695,887 | -4.8% | 0.03% | -7.1% |
| Q2 2023 | $20,439,636 | +0.4% | 731,293 | +0.0% | 0.03% | -3.4% |
| Q1 2023 | $20,351,431 | +9.3% | 731,017 | +4.8% | 0.03% | +3.6% |
| Q4 2022 | $18,618,617 | -6.8% | 697,852 | -14.0% | 0.03% | -15.2% |
| Q3 2022 | $19,971,000 | -8.6% | 811,181 | +6.5% | 0.03% | -2.9% |
| Q2 2022 | $21,848,000 | -17.8% | 761,766 | -6.4% | 0.03% | -5.6% |
| Q1 2022 | $26,573,000 | +13.6% | 813,614 | +28.2% | 0.04% | +16.1% |
| Q4 2021 | $23,391,000 | -11.8% | 634,747 | -10.6% | 0.03% | -20.5% |
| Q3 2021 | $26,512,000 | -3.0% | 710,381 | +9.3% | 0.04% | -4.9% |
| Q2 2021 | $27,341,000 | +23.0% | 649,914 | +19.0% | 0.04% | +10.8% |
| Q1 2021 | $22,225,000 | +126.6% | 546,213 | +120.9% | 0.04% | +105.6% |
| Q4 2020 | $9,810,000 | +427.7% | 247,276 | +347.8% | 0.02% | +350.0% |
| Q3 2020 | $1,859,000 | +322.5% | 55,222 | +275.0% | 0.00% | +300.0% |
| Q2 2020 | $440,000 | -92.1% | 14,725 | -93.5% | 0.00% | -93.3% |
| Q1 2020 | $5,558,000 | -24.4% | 227,578 | -3.3% | 0.02% | 0.0% |
| Q4 2019 | $7,353,000 | +15.5% | 235,426 | +2.2% | 0.02% | -6.2% |
| Q3 2019 | $6,368,000 | -4.3% | 230,313 | -0.1% | 0.02% | -5.9% |
| Q2 2019 | $6,654,000 | +0.1% | 230,442 | +0.0% | 0.02% | -10.5% |
| Q1 2019 | $6,646,000 | +24.7% | 230,347 | +10.5% | 0.02% | +11.8% |
| Q4 2018 | $5,331,000 | – | 208,392 | – | 0.02% | – |
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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% |