WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 47 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $4,764,000 | – | 49,649 | – | 0.01% | – |
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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% |