JFS WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 61 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$12,000
-25.0%
3820.0%0.00%
-50.0%
Q2 2022$16,000
+6.7%
3820.0%0.00%
+100.0%
Q1 2022$15,000
-21.1%
3820.0%0.00%
-50.0%
Q4 2021$19,000
-5.0%
3820.0%0.00%0.0%
Q3 2021$20,000
-33.3%
382
-41.1%
0.00%
-77.8%
Q1 2016$30,000
-6.2%
6490.0%0.01%0.0%
Q4 2015$32,000
+14.3%
6490.0%0.01%
-25.0%
Q3 2015$28,000
-22.2%
6490.0%0.01%
-33.3%
Q2 2015$36,0000.0%6490.0%0.02%
+5.9%
Q1 2015$36,000
+5.9%
6490.0%0.02%
+240.0%
Q4 2014$34,0000.0%6490.0%0.01%
-16.7%
Q3 2014$34,0000.0%6490.0%0.01%0.0%
Q2 2014$34,0006490.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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