IHT Wealth Management, 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
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$316,354
+5.6%
10,691
+9.4%
0.02%0.0%
Q2 2023$299,542
-15.8%
9,770
-4.5%
0.02%
-20.0%
Q1 2023$355,840
+0.1%
10,2310.0%0.02%
-9.1%
Q4 2022$355,430
+14.7%
10,231
+4.1%
0.02%
-8.3%
Q3 2022$310,000
-18.4%
9,830
+10.5%
0.02%
-27.3%
Q2 2022$380,000
+42.3%
8,898
+33.4%
0.03%
+65.0%
Q1 2022$267,000
-14.4%
6,668
+6.4%
0.02%
-13.0%
Q4 2021$312,000
-23.2%
6,265
-17.6%
0.02%
-30.3%
Q3 2021$406,000
-7.9%
7,606
+16.3%
0.03%
+17.9%
Q2 2021$441,000
+6.0%
6,541
+2.5%
0.03%
-6.7%
Q1 2021$416,000
+6.7%
6,383
+7.7%
0.03%
-6.2%
Q4 2020$390,000
+59.8%
5,928
+173.4%
0.03%
+33.3%
Q3 2020$244,0002,1680.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
BRANDYWINE OAK PRIVATE WEALTH LLC 131,701$6,980,0000.76%
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 35,930$1,791,0000.21%
Kalos Management, Inc. 13,818$754,0000.20%
OLD MISSION CAPITAL LLC 87,346$4,353,0000.18%
Bellecapital International Ltd. 12,553$626,0000.18%
MEITAV INVESTMENT HOUSE LTD 115,215$5,762,0000.09%
Stelac Advisory Services LLC 6,575$328,0000.09%
Intrua Financial, LLC 6,985$348,0000.06%
U.S. Capital Wealth Advisors, LLC 24,991$1,246,0000.05%
NWAM LLC 11,521$574,0000.04%
View complete list of WISDOMTREE TR shareholders