WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 158 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,888,741 | -34.6% | 558,415 | -31.5% | 0.01% | -28.6% |
| Q2 2023 | $22,765,374 | -11.5% | 815,007 | -11.7% | 0.01% | -12.5% |
| Q1 2023 | $25,715,135 | +65.8% | 922,891 | +58.8% | 0.01% | +60.0% |
| Q4 2022 | $15,511,000 | -16.4% | 581,289 | -22.7% | 0.01% | -28.6% |
| Q3 2022 | $18,546,000 | -12.7% | 752,025 | +1.5% | 0.01% | 0.0% |
| Q2 2022 | $21,251,000 | -15.1% | 740,854 | -3.4% | 0.01% | 0.0% |
| Q1 2022 | $25,036,000 | -11.0% | 766,997 | +0.3% | 0.01% | -12.5% |
| Q4 2021 | $28,132,000 | +75.1% | 764,767 | +77.6% | 0.01% | +60.0% |
| Q3 2021 | $16,062,000 | -7.6% | 430,498 | +4.1% | 0.01% | 0.0% |
| Q2 2021 | $17,392,000 | +10.1% | 413,576 | +6.5% | 0.01% | 0.0% |
| Q1 2021 | $15,792,000 | +52.9% | 388,272 | +48.8% | 0.01% | +25.0% |
| Q4 2020 | $10,326,000 | +76.7% | 260,854 | +50.3% | 0.00% | +100.0% |
| Q3 2020 | $5,843,000 | – | 173,509 | – | 0.00% | – |
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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% |