Lenox Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 41 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2020
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 9,908$3,412,0003.00%
Crabel Capital Management, LLC 405,440$13,992,0002.51%
Stratos Investment Management, LLC 143,068$4,937,0000.78%
Opes Wealth Management LLC 52,755$1,821,0000.57%
Truadvice, LLC 11,507$392,0000.37%
RHS Financial, LLC 15,141$523,0000.36%
MACROVIEW INVESTMENT MANAGEMENT LLC 3,995$138,0000.18%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16,047$554,0000.15%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,617$366,0000.08%
Klingman & Associates, LLC 14,685$507,0000.04%
View complete list of WISDOMTREE TR shareholders