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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $689,000 | -49.0% | 24,022 | -42.0% | 0.00% | -50.0% |
| Q1 2022 | $1,352,000 | -22.3% | 41,410 | -12.3% | 0.00% | -33.3% |
| Q4 2021 | $1,740,000 | -10.4% | 47,212 | -9.2% | 0.00% | 0.0% |
| Q3 2021 | $1,941,000 | -19.0% | 52,019 | -8.7% | 0.00% | -25.0% |
| Q2 2021 | $2,397,000 | +41.2% | 56,970 | +36.5% | 0.00% | +33.3% |
| Q1 2021 | $1,698,000 | +7.0% | 41,735 | +4.3% | 0.00% | 0.0% |
| Q4 2020 | $1,587,000 | +57.0% | 40,010 | +33.3% | 0.00% | +50.0% |
| Q3 2020 | $1,011,000 | +31.6% | 30,015 | +16.9% | 0.00% | 0.0% |
| Q2 2020 | $768,000 | +9.4% | 25,674 | -10.8% | 0.00% | 0.0% |
| Q1 2020 | $702,000 | +53.6% | 28,767 | +96.3% | 0.00% | +100.0% |
| Q4 2019 | $457,000 | – | 14,652 | – | 0.00% | – |
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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% |