WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 63 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $406,000 | -35.1% | 10,158 | -19.1% | 0.13% | -27.5% |
| Q4 2021 | $626,000 | -6.7% | 12,553 | 0.0% | 0.18% | -13.2% |
| Q3 2021 | $671,000 | -23.6% | 12,553 | -3.6% | 0.20% | -23.2% |
| Q2 2021 | $878,000 | +5.4% | 13,025 | +1.9% | 0.27% | +2.7% |
| Q1 2021 | $833,000 | +2.3% | 12,781 | +3.3% | 0.26% | -4.1% |
| Q4 2020 | $814,000 | +4.8% | 12,376 | +78.9% | 0.27% | -23.9% |
| Q3 2020 | $777,000 | +57.3% | 6,918 | +34.3% | 0.36% | +53.4% |
| Q2 2020 | $494,000 | +18.5% | 5,152 | -5.5% | 0.23% | -13.1% |
| Q1 2020 | $417,000 | -6.5% | 5,452 | +1.7% | 0.27% | +16.6% |
| Q4 2019 | $446,000 | +23.5% | 5,362 | +5.6% | 0.23% | +5.5% |
| Q3 2019 | $361,000 | – | 5,077 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 119,721 | $7,804,000 | 3.84% |
| DeGreen Capital Management LLC | 99,325 | $4,395,000 | 2.58% |
| Beaumont Capital Management, LLC | 33,320 | $2,172,000 | 2.16% |
| First Heartland Consultants, Inc. | 139,017 | $9,063,000 | 1.44% |
| B, B, H, & B INC. | 19,641 | $1,277,000 | 1.33% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 102,302 | $6,728,000 | 0.96% |
| EVERMAY WEALTH MANAGEMENT LLC | 58,569 | $3,818,000 | 0.76% |
| Migdal Insurance & Financial Holdings Ltd. | 788,000 | $51,370,000 | 0.52% |
| JSF Financial, LLC | 9,075 | $592,000 | 0.37% |
| Procyon Advisors, LLC | 11,724 | $764,000 | 0.34% |