WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 68 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $439,000 | -18.1% | 11,925 | -16.9% | 0.01% | -12.5% |
Q3 2021 | $536,000 | +0.8% | 14,350 | +13.5% | 0.01% | 0.0% |
Q2 2021 | $532,000 | -36.1% | 12,638 | -38.2% | 0.01% | -42.9% |
Q1 2021 | $832,000 | -0.4% | 20,439 | -2.9% | 0.01% | -6.7% |
Q4 2020 | $835,000 | +4.1% | 21,054 | -11.6% | 0.02% | -6.2% |
Q3 2020 | $802,000 | -10.7% | 23,828 | -17.1% | 0.02% | -15.8% |
Q4 2019 | $898,000 | -13.0% | 28,751 | -23.0% | 0.02% | -17.4% |
Q3 2019 | $1,032,000 | -60.5% | 37,329 | -58.7% | 0.02% | -61.0% |
Q2 2019 | $2,611,000 | +0.3% | 90,433 | +0.1% | 0.06% | -4.8% |
Q1 2019 | $2,604,000 | +12.8% | 90,308 | +0.0% | 0.06% | -4.6% |
Q4 2018 | $2,308,000 | +317.4% | 90,307 | +361.6% | 0.06% | +364.3% |
Q3 2018 | $553,000 | – | 19,566 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Warren Street Wealth Advisors, LLC | 421,233 | $11,234,288 | 7.43% |
ESL Trust Services, LLC | 772,118 | $20,592,387 | 6.56% |
Legacy Financial Group LLC | 588,118 | $15,685,108,000 | 3.69% |
Refined Wealth Management | 152,338 | $4,062,877 | 3.65% |
Michael S. Ryan, Inc. | 147,531 | $3,806,300 | 3.63% |
Melone Private Wealth, LLC | 173,117 | $4,617,042 | 3.30% |
Elwood & Goetz Wealth Advisory Group, LLC | 428,408 | $11,425,650 | 2.65% |
Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $128,591 | 2.54% |
Vertex Planning Partners, LLC | 260,953 | $6,959,624 | 2.40% |
Rise Advisors, LLC | 107,575 | $2,869,021 | 2.27% |