WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 47 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204,924 | -48.1% | 5,892 | -20.4% | 0.08% | -33.9% |
| Q3 2021 | $395,000 | -17.4% | 7,399 | -10.9% | 0.12% | -14.8% |
| Q2 2021 | $478,000 | +4.4% | 8,308 | +18.1% | 0.14% | -2.1% |
| Q1 2021 | $458,000 | +25.8% | 7,033 | +26.9% | 0.14% | +12.4% |
| Q4 2020 | $364,000 | +18.6% | 5,540 | +102.6% | 0.13% | +3.2% |
| Q3 2020 | $307,000 | +25.3% | 2,735 | +7.1% | 0.12% | +20.2% |
| Q2 2020 | $245,000 | – | 2,554 | – | 0.10% | – |
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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% |