ENVESTNET ASSET MANAGEMENT INC - 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
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$200,611
-23.6%
5,768
-23.7%
0.00%
Q4 2022$262,499
+19.9%
7,556
+8.7%
0.00%
Q3 2022$219,000
-23.7%
6,950
+3.2%
0.00%
Q2 2022$287,000
-40.0%
6,733
-43.6%
0.00%
Q1 2022$478,000
+61.5%
11,946
+101.3%
0.00%
Q4 2021$296,000
-10.0%
5,935
-3.6%
0.00%
Q3 2021$329,000
-2.9%
6,157
+22.3%
0.00%
Q2 2021$339,000
-93.3%
5,034
-93.5%
0.00%
-100.0%
Q1 2021$5,037,000
-13.3%
77,260
-12.6%
0.00%
-25.0%
Q4 2020$5,812,000
+31.0%
88,367
+123.8%
0.00%0.0%
Q3 2020$4,437,000
-6.9%
39,484
-20.5%
0.00%
-20.0%
Q2 2020$4,764,00049,6490.01%
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