WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 13 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,751 | +41.0% | 18,319 | +41.7% | 0.00% | – |
| Q1 2023 | $226,140 | -45.2% | 12,926 | -47.2% | 0.00% | – |
| Q4 2022 | $412,330 | -13.9% | 24,483 | -18.9% | 0.00% | – |
| Q3 2022 | $479,000 | +18.6% | 30,186 | +24.0% | 0.00% | – |
| Q2 2022 | $404,000 | +32.9% | 24,353 | +42.2% | 0.00% | – |
| Q1 2022 | $304,000 | +19.2% | 17,128 | +20.3% | 0.00% | – |
| Q1 2021 | $255,000 | -15.3% | 14,234 | -18.6% | 0.00% | – |
| Q2 2020 | $301,000 | -30.2% | 17,496 | -32.9% | 0.00% | – |
| Q1 2020 | $431,000 | +73.1% | 26,084 | +95.3% | 0.00% | – |
| Q4 2019 | $249,000 | -23.6% | 13,358 | -24.9% | 0.00% | – |
| Q3 2019 | $326,000 | -80.7% | 17,791 | -80.2% | 0.00% | – |
| Q2 2019 | $1,692,000 | +66.0% | 89,955 | +62.1% | 0.00% | – |
| Q1 2019 | $1,019,000 | -23.6% | 55,493 | -24.7% | 0.00% | -100.0% |
| Q4 2018 | $1,334,000 | -27.9% | 73,683 | -27.3% | 0.00% | 0.0% |
| Q3 2018 | $1,850,000 | +36.3% | 101,374 | +38.7% | 0.00% | – |
| Q2 2018 | $1,357,000 | +363.1% | 73,089 | +373.4% | 0.00% | – |
| Q3 2017 | $293,000 | -73.9% | 15,440 | -74.3% | 0.00% | – |
| Q2 2017 | $1,122,000 | -13.9% | 60,135 | -15.3% | 0.00% | -100.0% |
| Q1 2017 | $1,303,000 | +17.0% | 71,021 | +11.5% | 0.00% | 0.0% |
| Q4 2016 | $1,114,000 | +16.9% | 63,687 | +21.6% | 0.00% | – |
| Q3 2016 | $953,000 | -21.6% | 52,360 | -23.0% | 0.00% | -100.0% |
| Q2 2016 | $1,216,000 | -38.3% | 67,971 | -42.0% | 0.00% | 0.0% |
| Q3 2015 | $1,970,000 | +157.5% | 117,260 | +178.9% | 0.00% | – |
| Q1 2015 | $765,000 | -49.7% | 42,043 | -45.6% | 0.00% | -100.0% |
| Q3 2014 | $1,521,000 | -68.4% | 77,222 | -67.0% | 0.00% | -50.0% |
| Q2 2014 | $4,807,000 | +564.0% | 233,680 | +551.7% | 0.00% | – |
| Q1 2014 | $724,000 | -54.5% | 35,855 | -54.8% | 0.00% | -100.0% |
| Q4 2013 | $1,591,000 | – | 79,289 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gradient Investments LLC | 526,238 | $9,572,000 | 1.43% |
| Mosaic Financial Partners, Inc. | 84,942 | $1,545,000 | 1.06% |
| Genesis Wealth Advisors, LLC | 32,258 | $589,163,000 | 0.49% |
| 3D ASSET MANAGEMENT, INC | 80,075 | $1,457,000 | 0.44% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 14,599 | $265,000 | 0.16% |
| IndexIQ Advisors LLC | 85,870 | $1,562,000 | 0.10% |
| Evanson Asset Management, LLC | 14,158 | $258,000 | 0.09% |
| BBVA USA Bancshares, Inc. | 10,762 | $196,000 | 0.01% |
| JANE STREET GROUP, LLC | 40,595 | $738,000 | 0.01% |
| LPL Financial LLC | 14,782 | $270,000 | 0.00% |