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
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 ↓ |
---|---|---|---|
Gradient Investments LLC | 526,238 | $9,572,000 | 1.43% |
Mosaic Financial Partners, Inc. | 84,942 | $1,545,000 | 1.06% |
Genesis Wealth Advisors, LLC | 32,258 | $589,163,000 | 0.49% |
3D ASSET MANAGEMENT, INC | 80,075 | $1,457,000 | 0.44% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 14,599 | $265,000 | 0.16% |
IndexIQ Advisors LLC | 85,870 | $1,562,000 | 0.10% |
Evanson Asset Management, LLC | 14,158 | $258,000 | 0.09% |
BBVA USA Bancshares, Inc. | 10,762 | $196,000 | 0.01% |
JANE STREET GROUP, LLC | 40,595 | $738,000 | 0.01% |
LPL Financial LLC | 14,782 | $270,000 | 0.00% |