WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 46 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,112 | +11.2% | 32 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 32 | 0.0% | 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% | 2,394 | 0.0% | 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 | $3,034,000 | – | 31,615 | – | 0.80% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 119,721 | $7,804,000 | 3.84% |
| DeGreen Capital Management LLC | 99,325 | $4,395,000 | 2.58% |
| Beaumont Capital Management, LLC | 33,320 | $2,172,000 | 2.16% |
| First Heartland Consultants, Inc. | 139,017 | $9,063,000 | 1.44% |
| B, B, H, & B INC. | 19,641 | $1,277,000 | 1.33% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 102,302 | $6,728,000 | 0.96% |
| EVERMAY WEALTH MANAGEMENT LLC | 58,569 | $3,818,000 | 0.76% |
| Migdal Insurance & Financial Holdings Ltd. | 788,000 | $51,370,000 | 0.52% |
| JSF Financial, LLC | 9,075 | $592,000 | 0.37% |
| Procyon Advisors, LLC | 11,724 | $764,000 | 0.34% |