EVERMAY WEALTH MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 65 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$1,112
+11.2%
320.0%0.00%
Q3 2022$1,0000.0%320.0%0.00%
Q2 2022$1,000
-90.9%
32
-88.7%
0.00%
-100.0%
Q1 2022$11,000
-90.8%
282
-88.2%
0.00%
-90.5%
Q4 2021$119,000
-7.0%
2,3940.0%0.02%
-16.0%
Q3 2021$128,000
-90.0%
2,394
-87.4%
0.02%
-89.5%
Q2 2021$1,278,000
-66.5%
18,966
-67.6%
0.24%
-68.9%
Q1 2021$3,818,000
-13.2%
58,569
-12.4%
0.76%
-21.3%
Q4 2020$4,400,000
+22.7%
66,895
+109.6%
0.97%
+10.1%
Q3 2020$3,587,000
+18.2%
31,920
+1.0%
0.88%
+10.4%
Q2 2020$3,034,00031,6150.80%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
BRANDYWINE OAK PRIVATE WEALTH LLC 131,701$6,980,0000.76%
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 35,930$1,791,0000.21%
Kalos Management, Inc. 13,818$754,0000.20%
OLD MISSION CAPITAL LLC 87,346$4,353,0000.18%
Bellecapital International Ltd. 12,553$626,0000.18%
MEITAV INVESTMENT HOUSE LTD 115,215$5,762,0000.09%
Stelac Advisory Services LLC 6,575$328,0000.09%
Intrua Financial, LLC 6,985$348,0000.06%
U.S. Capital Wealth Advisors, LLC 24,991$1,246,0000.05%
NWAM LLC 11,521$574,0000.04%
View complete list of WISDOMTREE TR shareholders