PERSONAL CFO SOLUTIONS, LLC - WISDOMTREE TR ownership

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
PERSONAL CFO SOLUTIONS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$281,000
-7.3%
4,312
-6.3%
0.06%
-18.7%
Q4 2020$303,0004,604
+100.0%
0.08%
Q3 2020$0
-100.0%
2,302
-29.8%
0.00%
-100.0%
Q2 2020$315,000
-54.9%
3,280
-66.7%
0.09%
-66.5%
Q3 2019$699,0009,8390.28%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 119,721$7,804,0003.84%
DeGreen Capital Management LLC 99,325$4,395,0002.58%
Beaumont Capital Management, LLC 33,320$2,172,0002.16%
First Heartland Consultants, Inc. 139,017$9,063,0001.44%
B, B, H, & B INC. 19,641$1,277,0001.33%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 102,302$6,728,0000.96%
EVERMAY WEALTH MANAGEMENT LLC 58,569$3,818,0000.76%
Migdal Insurance & Financial Holdings Ltd. 788,000$51,370,0000.52%
JSF Financial, LLC 9,075$592,0000.37%
Procyon Advisors, LLC 11,724$764,0000.34%
View complete list of WISDOMTREE TR shareholders