JANICZEK WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2023
NameSharesValueWeighting ↓
BRANDYWINE OAK PRIVATE WEALTH LLC 131,701$6,980,0000.76%
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 35,930$1,791,0000.21%
Kalos Management, Inc. 13,818$754,0000.20%
OLD MISSION CAPITAL LLC 87,346$4,353,0000.18%
Bellecapital International Ltd. 12,553$626,0000.18%
MEITAV INVESTMENT HOUSE LTD 115,215$5,762,0000.09%
Stelac Advisory Services LLC 6,575$328,0000.09%
Intrua Financial, LLC 6,985$348,0000.06%
U.S. Capital Wealth Advisors, LLC 24,991$1,246,0000.05%
NWAM LLC 11,521$574,0000.04%
View complete list of WISDOMTREE TR shareholders