WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 13 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,920 | -1.3% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $14,104 | +0.8% | 800 | 0.0% | 0.00% | – |
| Q1 2023 | $13,996 | +3.9% | 800 | 0.0% | 0.00% | -100.0% |
| Q4 2022 | $13,473 | +3.6% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -7.1% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | 0.0% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $15,000 | +7.1% | 800 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $14,000 | -6.7% | 800 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $15,000 | +7.1% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $14,000 | -22.2% | 800 | -23.8% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +5.9% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $17,000 | -15.0% | 1,050 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $20,000 | +33.3% | 1,050 | +31.2% | 0.00% | +100.0% |
| Q3 2019 | $15,000 | – | 800 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 345,344 | $6,921,000 | 4.14% |
| INTEGRATED WEALTH COUNSEL, LLC | 285,680 | $5,728,000 | 4.12% |
| New Harbor Financial Group, LLC | 62,389 | $1,251,000 | 1.87% |
| Wharton Business Group, LLC | 843,395 | $16,910,000 | 1.48% |
| Mosaic Financial Partners, Inc. | 86,298 | $1,730,000 | 1.35% |
| IndexIQ Advisors LLC | 424,269 | $8,507,000 | 1.07% |
| Courage Miller Partners, LLC | 44,012 | $882,000 | 0.80% |
| MOTCO | 291,755 | $5,850,000 | 0.74% |
| 3D ASSET MANAGEMENT, INC | 110,186 | $2,209,000 | 0.74% |
| Partnervest Advisory Services LLC | 74,346 | $1,491,000 | 0.68% |