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 | $215,288 | -33.7% | 7,276 | -31.2% | 0.00% | -100.0% |
| Q2 2023 | $324,517 | -25.9% | 10,582 | -15.9% | 0.00% | 0.0% |
| Q1 2023 | $437,729 | -6.3% | 12,588 | -6.4% | 0.00% | 0.0% |
| Q4 2022 | $467,229 | -5.8% | 13,452 | -14.1% | 0.00% | 0.0% |
| Q3 2022 | $496,000 | -26.1% | 15,668 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $671,000 | -81.8% | 15,740 | -19.6% | 0.00% | -85.7% |
| Q1 2022 | $3,684,000 | +242.4% | 19,565 | -9.3% | 0.01% | +250.0% |
| Q4 2021 | $1,076,000 | -29.3% | 21,572 | -24.2% | 0.00% | -33.3% |
| Q3 2021 | $1,522,000 | -57.9% | 28,454 | -46.9% | 0.00% | -62.5% |
| Q2 2021 | $3,616,000 | -86.2% | 53,623 | -86.7% | 0.01% | -87.3% |
| Q1 2021 | $26,281,000 | +9.5% | 402,781 | +10.5% | 0.06% | -1.6% |
| Q4 2020 | $23,993,000 | +28.2% | 364,426 | +119.1% | 0.06% | +14.3% |
| Q3 2020 | $18,721,000 | +47.1% | 166,313 | +25.6% | 0.06% | +30.2% |
| Q2 2020 | $12,726,000 | +67.8% | 132,415 | +33.6% | 0.04% | +38.7% |
| Q1 2020 | $7,584,000 | – | 99,145 | – | 0.03% | – |
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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% |