Lenox Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 45 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2022
NameSharesValueWeighting ↓
Blue Sky Asset Management, LLC 150,837$4,275,0002.56%
Financial Enhancement Group LLC 56,547$1,603,0000.73%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,076$286,0000.16%
Orgel Wealth Management, LLC 7,480$212,0000.09%
Frontier Wealth Management LLC 21,005$595,0000.09%
KINGS POINT CAPITAL MANAGEMENT 4,320$122,0000.03%
LPL Financial LLC 62,351$1,761,0000.01%
Janney Montgomery Scott LLC 32,208$913,0000.01%
JANE STREET GROUP, LLC 73,443$2,081,0000.01%
Cambridge Investment Research Advisors, Inc. 15,677$444,0000.01%
View complete list of WISDOMTREE TR shareholders