SOL Capital Management CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 54 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SOL Capital Management CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,470
-27.6%
83,460
-25.0%
0.38%
-25.9%
Q2 2023$3,412
-99.9%
111,275
+3.9%
0.52%
-15.4%
Q1 2023$3,726,468
+0.8%
107,144
+0.7%
0.61%
-6.6%
Q4 2022$3,696,822
+82.0%
106,414
+65.5%
0.65%
+55.0%
Q3 2022$2,031,000
-3.8%
64,309
+29.9%
0.42%
-1.2%
Q2 2022$2,111,00049,4990.43%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 119,721$7,804,0003.84%
DeGreen Capital Management LLC 99,325$4,395,0002.58%
Beaumont Capital Management, LLC 33,320$2,172,0002.16%
First Heartland Consultants, Inc. 139,017$9,063,0001.44%
B, B, H, & B INC. 19,641$1,277,0001.33%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 102,302$6,728,0000.96%
EVERMAY WEALTH MANAGEMENT LLC 58,569$3,818,0000.76%
Migdal Insurance & Financial Holdings Ltd. 788,000$51,370,0000.52%
JSF Financial, LLC 9,075$592,0000.37%
Procyon Advisors, LLC 11,724$764,0000.34%
View complete list of WISDOMTREE TR shareholders