Lenox Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 39 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$195,000
-14.8%
5,549
-16.3%
0.02%
-11.1%
Q4 2021$229,000
+3.6%
6,626
-2.2%
0.03%
-3.6%
Q3 2021$221,000
-23.3%
6,773
-25.4%
0.03%
-24.3%
Q2 2021$288,000
-99.4%
9,078
-99.4%
0.04%
-99.4%
Q1 2021$48,710,000
+3.9%
1,613,107
-1.8%
6.68%
+0.2%
Q4 2020$46,862,000
+5.2%
1,642,259
-1.4%
6.66%
-0.5%
Q3 2020$44,562,000
+8.4%
1,665,243
+1.5%
6.70%
+2.8%
Q2 2020$41,098,000
+13.5%
1,641,305
+2.1%
6.51%
-3.5%
Q1 2020$36,196,000
-18.7%
1,607,998
+2.8%
6.75%
-2.5%
Q4 2019$44,527,000
+13.2%
1,563,448
+9.8%
6.93%
+5.7%
Q3 2019$39,331,000
+1.4%
1,423,492
+1.1%
6.55%
-3.2%
Q2 2019$38,804,000
+3.8%
1,408,404
+1.5%
6.77%
-3.5%
Q1 2019$37,372,000
+10.7%
1,387,741
+4.6%
7.01%
-2.2%
Q4 2018$33,758,0001,326,4467.17%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 2,038,232$59,231,00039.63%
Orgel Wealth Management, LLC 3,364,860$97,783,00023.67%
STRINGER ASSET MANAGEMENT, LLC 128,719$3,741,0003.34%
Blue Sky Asset Management, LLC 150,298$4,367,0002.27%
Denver PWM, LLC 58,752$1,680,0001.27%
Institute for Wealth Management, LLC. 125,645$3,649,0000.84%
CABOT WEALTH MANAGEMENT INC 126,026$3,662,0000.79%
Financial Enhancement Group LLC 109,321$3,200,0000.62%
SFMG, LLC 87,094$2,531,0000.42%
Capital Asset Advisory Services LLC 10,472$304,0000.28%
View complete list of WISDOMTREE TR shareholders