WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 22 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $496,000 | +5.8% | 7,358 | +2.2% | 0.13% | -3.7% |
| Q1 2021 | $469,000 | -0.8% | 7,198 | 0.0% | 0.14% | -10.0% |
| Q4 2020 | $473,000 | +17.1% | 7,198 | +100.0% | 0.15% | +89.9% |
| Q3 2020 | $404,000 | +17.1% | 3,599 | 0.0% | 0.08% | -39.2% |
| Q2 2020 | $345,000 | +267.0% | 3,599 | +193.3% | 0.13% | +188.9% |
| Q1 2020 | $94,000 | -7.8% | 1,227 | 0.0% | 0.04% | +9.8% |
| Q4 2019 | $102,000 | +17.2% | 1,227 | 0.0% | 0.04% | +36.7% |
| Q3 2019 | $87,000 | -4.4% | 1,227 | 0.0% | 0.03% | -16.7% |
| Q2 2019 | $91,000 | -5.2% | 1,227 | 0.0% | 0.04% | -10.0% |
| Q1 2019 | $96,000 | +10.3% | 1,227 | -14.6% | 0.04% | -7.0% |
| Q4 2018 | $87,000 | – | 1,437 | – | 0.04% | – |
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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% |