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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $101 | -20.5% | 3,619 | -23.9% | 0.01% | -33.3% |
| Q4 2022 | $127 | -99.9% | 4,755 | -29.6% | 0.01% | -25.0% |
| Q3 2022 | $166,000 | -9.3% | 6,753 | +5.7% | 0.02% | -11.1% |
| Q2 2022 | $183,000 | -84.2% | 6,391 | -82.0% | 0.02% | -80.2% |
| Q1 2022 | $1,159,000 | -36.5% | 35,482 | -28.4% | 0.09% | -34.1% |
| Q4 2021 | $1,826,000 | -5.0% | 49,561 | -3.8% | 0.14% | -14.3% |
| Q3 2021 | $1,922,000 | -12.9% | 51,495 | -1.9% | 0.16% | -13.4% |
| Q2 2021 | $2,207,000 | +11.4% | 52,469 | +7.7% | 0.19% | -4.6% |
| Q1 2021 | $1,982,000 | -9.8% | 48,701 | -12.1% | 0.20% | -15.6% |
| Q4 2020 | $2,198,000 | +90.5% | 55,396 | +61.7% | 0.23% | +44.4% |
| Q3 2020 | $1,154,000 | – | 34,262 | – | 0.16% | – |
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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% |