Stelac Advisory Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 71 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Stelac Advisory Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$330,000
-26.0%
10,4500.0%0.15%
-16.2%
Q2 2022$446,000
+4.0%
10,450
-2.3%
0.18%
+16.2%
Q1 2022$429,000
+30.8%
10,700
+62.7%
0.15%
+73.0%
Q4 2021$328,000
-6.6%
6,5750.0%0.09%
-5.3%
Q3 2021$351,000
-20.8%
6,5750.0%0.09%
-6.9%
Q2 2021$443,0006,5750.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 119,721$7,804,0003.84%
DeGreen Capital Management LLC 99,325$4,395,0002.58%
Beaumont Capital Management, LLC 33,320$2,172,0002.16%
First Heartland Consultants, Inc. 139,017$9,063,0001.44%
B, B, H, & B INC. 19,641$1,277,0001.33%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 102,302$6,728,0000.96%
EVERMAY WEALTH MANAGEMENT LLC 58,569$3,818,0000.76%
Migdal Insurance & Financial Holdings Ltd. 788,000$51,370,0000.52%
JSF Financial, LLC 9,075$592,0000.37%
Procyon Advisors, LLC 11,724$764,0000.34%
View complete list of WISDOMTREE TR shareholders