WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 66 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $471,571 | +0.6% | 17,775 | 0.0% | 0.01% | -11.1% |
| Q1 2024 | $468,905 | -5.9% | 17,775 | 0.0% | 0.01% | +28.6% |
| Q4 2023 | $498,056 | -56.2% | 17,775 | -54.2% | 0.01% | -61.1% |
| Q3 2023 | $1,137,958 | -51.8% | 38,775 | -50.0% | 0.02% | -5.3% |
| Q2 2023 | $2,359,968 | +186.8% | 77,550 | +213.0% | 0.02% | +35.7% |
| Q1 2023 | $822,956 | -39.7% | 24,775 | -36.1% | 0.01% | -39.1% |
| Q4 2022 | $1,365,060 | -66.9% | 38,775 | -69.9% | 0.02% | -68.5% |
| Q3 2022 | $4,122,000 | -15.8% | 128,775 | +12.2% | 0.07% | -13.1% |
| Q2 2022 | $4,895,000 | +6.6% | 114,775 | 0.0% | 0.08% | +23.5% |
| Q1 2022 | $4,590,000 | -20.3% | 114,775 | -0.4% | 0.07% | -27.7% |
| Q4 2021 | $5,762,000 | +1.4% | 115,215 | +8.4% | 0.09% | +1.1% |
| Q3 2021 | $5,682,000 | +201.6% | 106,320 | +280.3% | 0.09% | +287.5% |
| Q2 2021 | $1,884,000 | +106.8% | 27,958 | +100.0% | 0.02% | -4.0% |
| Q1 2021 | $911,000 | – | 13,979 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 183,904 | $12,393,000 | 6.68% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 119,421 | $8,047,000 | 3.60% |
| DeGreen Capital Management LLC | 87,425 | $5,892,000 | 1.98% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 88,990 | $5,997,000 | 0.44% |
| Kalos Management, Inc. | 14,603 | $848,000 | 0.34% |
| JSF Financial, LLC | 7,721 | $520,000 | 0.31% |
| Psagot Value Holdings Ltd. | 115,290 | $7,769,000 | 0.28% |
| Bellecapital International Ltd. | 13,025 | $878,000 | 0.27% |
| Alliance Wealth Advisors, LLC | 3,960 | $267,000 | 0.24% |
| EVERMAY WEALTH MANAGEMENT LLC | 18,966 | $1,278,000 | 0.24% |