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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $884,000 | -6.7% | 23,908 | -4.7% | 0.00% | – |
| Q3 2021 | $947,000 | -89.0% | 25,098 | -87.7% | 0.00% | -100.0% |
| Q2 2021 | $8,611,000 | +489.8% | 203,492 | +474.9% | 0.00% | +300.0% |
| Q1 2021 | $1,460,000 | +81.4% | 35,393 | +82.5% | 0.00% | 0.0% |
| Q4 2020 | $805,000 | +27.8% | 19,394 | +5.2% | 0.00% | 0.0% |
| Q3 2020 | $630,000 | +37.6% | 18,436 | +31.1% | 0.00% | – |
| Q2 2020 | $458,000 | +51.7% | 14,064 | +12.0% | 0.00% | – |
| Q1 2020 | $302,000 | +30100.0% | 12,559 | +33843.2% | 0.00% | – |
| Q4 2019 | $1,000 | – | 37 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 352,050 | $8,667,000 | 8.73% |
| ESL Trust Services, LLC | 711,877 | $17,526,000 | 6.51% |
| Melone Private Wealth, LLC | 235,181 | $6,018,000 | 5.26% |
| Legacy Financial Group LLC | 436,470 | $10,746,000 | 3.59% |
| TOMPKINS FINANCIAL CORP | 801,204 | $19,726,000 | 3.33% |
| WESCAP Management Group, Inc. | 343,038 | $8,445,000 | 3.23% |
| Amplius Wealth Advisors, LLC | 706,392 | $17,391,000 | 3.11% |
| Refined Wealth Management | 139,239 | $3,428,000 | 3.09% |
| Stewardship Advisors, LLC | 284,250 | $6,998,000 | 3.03% |
| ETF Store, Inc. | 131,806 | $3,245,000 | 2.83% |