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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $21,181,000 | +12.0% | 503,469 | +8.3% | 0.79% | +0.3% |
| Q1 2021 | $18,909,000 | +29.4% | 464,712 | +26.2% | 0.78% | +23.9% |
| Q4 2020 | $14,610,000 | +63.9% | 368,279 | +39.1% | 0.63% | +44.5% |
| Q3 2020 | $8,913,000 | +208.4% | 264,723 | +174.0% | 0.44% | +175.5% |
| Q2 2020 | $2,890,000 | +750.0% | 96,625 | +594.1% | 0.16% | +622.7% |
| Q1 2020 | $340,000 | – | 13,920 | – | 0.02% | – |
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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% |