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% | – |
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% |