Parallel Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 15 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Parallel Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$13,920
-1.3%
8000.0%0.00%
Q2 2023$14,104
+0.8%
8000.0%0.00%
Q1 2023$13,996
+3.9%
8000.0%0.00%
-100.0%
Q4 2022$13,473
+3.6%
8000.0%0.00%0.0%
Q3 2022$13,0000.0%8000.0%0.00%0.0%
Q2 2022$13,000
-7.1%
8000.0%0.00%0.0%
Q1 2022$14,0000.0%8000.0%0.00%0.0%
Q4 2021$14,0000.0%8000.0%0.00%0.0%
Q3 2021$14,000
-6.7%
8000.0%0.00%0.0%
Q2 2021$15,000
+7.1%
8000.0%0.00%0.0%
Q1 2021$14,000
-6.7%
8000.0%0.00%0.0%
Q4 2020$15,000
+7.1%
8000.0%0.00%0.0%
Q3 2020$14,000
-22.2%
800
-23.8%
0.00%0.0%
Q2 2020$18,000
+5.9%
1,0500.0%0.00%0.0%
Q1 2020$17,000
-15.0%
1,0500.0%0.00%
-50.0%
Q4 2019$20,000
+33.3%
1,050
+31.2%
0.00%
+100.0%
Q3 2019$15,0008000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Gradient Investments LLC 526,238$9,572,0001.43%
Mosaic Financial Partners, Inc. 84,942$1,545,0001.06%
Genesis Wealth Advisors, LLC 32,258$589,163,0000.49%
3D ASSET MANAGEMENT, INC 80,075$1,457,0000.44%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 14,599$265,0000.16%
IndexIQ Advisors LLC 85,870$1,562,0000.10%
Evanson Asset Management, LLC 14,158$258,0000.09%
BBVA USA Bancshares, Inc. 10,762$196,0000.01%
JANE STREET GROUP, LLC 40,595$738,0000.01%
LPL Financial LLC 14,782$270,0000.00%
View complete list of WISDOMTREE TR shareholders