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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |