JANICZEK WEALTH MANAGEMENT, 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
JANICZEK WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$829
-3.5%
280.0%0.00%
Q2 2023$859
-10.4%
280.0%0.00%
Q1 2023$959
-12.1%
280.0%0.00%
Q4 2022$1,091
+9.1%
280.0%0.00%
Q3 2022$1,0000.0%280.0%0.00%
Q2 2022$1,0000.0%280.0%0.00%
Q1 2022$1,0000.0%280.0%0.00%
Q4 2021$1,0000.0%280.0%0.00%
Q3 2021$1,000
-50.0%
280.0%0.00%
-100.0%
Q2 2021$2,0000.0%280.0%0.00%0.0%
Q1 2021$2,0000.0%280.0%0.00%0.0%
Q4 2020$2,0000.0%28
+100.0%
0.00%0.0%
Q3 2020$2,000
+100.0%
140.0%0.00%0.0%
Q2 2020$1,000
-96.8%
14
-96.4%
0.00%
-93.8%
Q2 2018$31,0003840.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Syntal Capital Partners, LLC 8,724$752,0000.23%
Advisor Group, Inc. 10,444$901,0000.01%
PNC FINANCIAL SERVICES GROUP, INC. 82,700$7,130,0000.01%
Prime Capital Investment Advisors, LLC 100$9,0000.01%
American Portfolios Advisors 540$46,5590.01%
JANE STREET GROUP, LLC 23,822$2,054,0000.01%
Creative Planning 14,518$1,252,0000.01%
WHITTIER TRUST CO OF NEVADA INC 490$42,0000.00%
Advisory Services Network, LLC 133$11,0000.00%
ROYAL BANK OF CANADA 35,476$3,059,0000.00%
View complete list of WISDOMTREE TR shareholders