Kalos Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 47 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$754,000
+0.9%
13,818
+1.0%
0.20%
-3.3%
Q3 2021$747,000
-11.9%
13,682
-6.3%
0.21%
-38.7%
Q2 2021$848,000
+16.2%
14,603
+25.0%
0.34%
+51.5%
Q1 2021$730,000
-47.7%
11,680
-34.5%
0.23%
-61.9%
Q4 2020$1,396,000
-18.7%
17,839
-36.5%
0.60%
-22.2%
Q3 2020$1,718,000
-25.8%
28,110
+29.0%
0.77%
-21.4%
Q2 2020$2,314,000
-25.0%
21,784
-40.2%
0.98%
-29.1%
Q1 2020$3,085,000
-1.2%
36,454
-3.0%
1.38%
+20.8%
Q4 2019$3,123,000
+16.8%
37,582
-0.1%
1.14%
+6.8%
Q3 2019$2,674,00037,6221.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 60,666$1,795,1071.29%
SOL Capital Management CO 83,460$2,4700.38%
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 35,930$1,063,1690.13%
FLOW TRADERS U.S. LLC 66,318$1,9620.09%
Y.D. More Investments Ltd 7,000$207,1300.04%
Foundations Investment Advisors, LLC 43,764$1,294,9770.04%
Nicholas Hoffman & Company, LLC. 17,065$504,9500.04%
OLD MISSION CAPITAL LLC 47,207$1,396,8550.03%
MEITAV INVESTMENT HOUSE LTD 38,775$1,137,9580.02%
IHT Wealth Management, LLC 10,691$316,3540.02%
View complete list of WISDOMTREE TR shareholders