WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,998 | -3.5% | 980 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,037 | -11.8% | 980 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $34,074 | +0.1% | 980 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $34,035 | +9.8% | 980 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | -26.2% | 980 | 0.0% | 0.00% | -50.0% |
| Q2 2022 | $42,000 | +7.7% | 980 | 0.0% | 0.00% | +100.0% |
| Q1 2022 | $39,000 | -20.4% | 980 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $49,000 | -5.8% | 980 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $52,000 | -21.2% | 980 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $66,000 | +1.5% | 980 | -2.1% | 0.00% | 0.0% |
| Q1 2021 | $65,000 | +1.6% | 1,001 | +2.1% | 0.00% | 0.0% |
| Q4 2020 | $64,000 | +16.4% | 980 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $55,000 | +17.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $47,000 | +27.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $37,000 | -9.8% | 490 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $41,000 | +17.1% | 490 | 0.0% | 0.00% | +50.0% |
| Q3 2019 | $35,000 | -2.8% | 490 | 0.0% | 0.00% | -33.3% |
| Q2 2019 | $36,000 | -5.3% | 490 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $38,000 | +26.7% | 490 | 0.0% | 0.00% | +50.0% |
| Q4 2018 | $30,000 | -14.3% | 490 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $35,000 | -12.5% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $40,000 | -7.0% | 490 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $43,000 | +2.4% | 490 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $42,000 | +7.7% | 490 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $39,000 | +21.9% | 490 | 0.0% | 0.00% | +33.3% |
| Q2 2017 | $32,000 | +14.3% | 490 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $28,000 | +16.7% | 490 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $24,000 | -7.7% | 490 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $26,000 | +18.2% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $22,000 | -4.3% | 490 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $23,000 | -4.2% | 490 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $24,000 | +14.3% | 490 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $21,000 | -22.2% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $27,000 | 0.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $27,000 | +8.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $25,000 | -3.8% | 490 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $26,000 | +4.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $25,000 | +4.2% | 490 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $24,000 | -7.7% | 490 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $26,000 | +4.0% | 490 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $25,000 | +13.6% | 490 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $22,000 | – | 490 | – | 0.00% | – |
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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% |