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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,064 | +5.5% | 8,924 | +9.4% | 0.01% | 0.0% |
| Q2 2023 | $250,207 | -12.8% | 8,160 | -1.1% | 0.01% | -25.0% |
| Q1 2023 | $286,979 | -3.1% | 8,251 | -3.2% | 0.01% | +14.3% |
| Q4 2022 | $296,153 | +3.6% | 8,524 | -5.8% | 0.01% | -12.5% |
| Q3 2022 | $286,000 | -28.7% | 9,045 | -3.8% | 0.01% | -20.0% |
| Q2 2022 | $401,000 | +6.6% | 9,406 | +0.1% | 0.01% | +25.0% |
| Q1 2022 | $376,000 | -29.7% | 9,398 | -12.4% | 0.01% | -33.3% |
| Q4 2021 | $535,000 | +13.6% | 10,724 | +21.7% | 0.01% | 0.0% |
| Q3 2021 | $471,000 | -16.5% | 8,814 | +5.3% | 0.01% | -14.3% |
| Q2 2021 | $564,000 | -1.6% | 8,370 | -4.8% | 0.01% | -12.5% |
| Q1 2021 | $573,000 | -1.5% | 8,795 | -0.6% | 0.02% | -5.9% |
| Q4 2020 | $582,000 | +15.0% | 8,847 | +96.5% | 0.02% | 0.0% |
| Q3 2020 | $506,000 | +15.3% | 4,503 | -1.6% | 0.02% | +6.2% |
| Q2 2020 | $439,000 | -4.8% | 4,578 | -24.0% | 0.02% | -23.8% |
| Q1 2020 | $461,000 | -11.5% | 6,027 | -3.9% | 0.02% | +5.0% |
| Q4 2019 | $521,000 | +33.9% | 6,269 | +14.5% | 0.02% | +17.6% |
| Q3 2019 | $389,000 | -14.9% | 5,476 | -11.4% | 0.02% | -15.0% |
| Q2 2019 | $457,000 | +1657.7% | 6,179 | +1959.7% | 0.02% | +1900.0% |
| Q1 2018 | $26,000 | – | 300 | – | 0.00% | – |
Download | ||||||
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% |