LPL Financial LLC - WISDOMTREE TR ownership

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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$579,757
-86.0%
19,593
-85.5%
0.00%
-100.0%
Q2 2023$4,149,656
-5.5%
135,344
+7.2%
0.00%0.0%
Q1 2023$4,389,351
+45.3%
126,203
+45.2%
0.00%0.0%
Q4 2022$3,019,885
+155.9%
86,928
+132.6%
0.00%
+200.0%
Q3 2022$1,180,000
-31.4%
37,369
-7.3%
0.00%
-50.0%
Q2 2022$1,720,000
+32.6%
40,320
+24.4%
0.00%
+100.0%
Q1 2022$1,297,000
-33.8%
32,424
-17.5%
0.00%
-50.0%
Q4 2021$1,960,000
-12.9%
39,317
-6.6%
0.00%0.0%
Q3 2021$2,251,000
-45.1%
42,115
-30.8%
0.00%
-50.0%
Q2 2021$4,101,000
-23.5%
60,860
-26.0%
0.00%
-33.3%
Q1 2021$5,361,000
+36.6%
82,244
+37.8%
0.01%
+20.0%
Q4 2020$3,926,000
+181.2%
59,700
+380.5%
0.01%
+150.0%
Q3 2020$1,396,000
+28.5%
12,425
+9.8%
0.00%0.0%
Q2 2020$1,086,000
+31.3%
11,318
+4.6%
0.00%0.0%
Q1 2020$827,000
-43.4%
10,825
-38.5%
0.00%
-33.3%
Q4 2019$1,462,000
+88.6%
17,593
+61.4%
0.00%
+50.0%
Q3 2019$775,000
-5.9%
10,898
-2.1%
0.00%0.0%
Q2 2019$824,000
+12.9%
11,137
+19.0%
0.00%0.0%
Q1 2019$730,000
+161.6%
9,361
+104.5%
0.00%
+100.0%
Q4 2018$279,000
-25.2%
4,577
-36.1%
0.00%
-50.0%
Q3 2014$373,0007,1660.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
BRANDYWINE OAK PRIVATE WEALTH LLC 131,701$6,980,0000.76%
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 35,930$1,791,0000.21%
Kalos Management, Inc. 13,818$754,0000.20%
OLD MISSION CAPITAL LLC 87,346$4,353,0000.18%
Bellecapital International Ltd. 12,553$626,0000.18%
MEITAV INVESTMENT HOUSE LTD 115,215$5,762,0000.09%
Stelac Advisory Services LLC 6,575$328,0000.09%
Intrua Financial, LLC 6,985$348,0000.06%
U.S. Capital Wealth Advisors, LLC 24,991$1,246,0000.05%
NWAM LLC 11,521$574,0000.04%
View complete list of WISDOMTREE TR shareholders