WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | 10,231 | 0.0% | 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 | $244,000 | – | 2,168 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 119,721 | $7,804,000 | 3.84% |
| DeGreen Capital Management LLC | 99,325 | $4,395,000 | 2.58% |
| Beaumont Capital Management, LLC | 33,320 | $2,172,000 | 2.16% |
| First Heartland Consultants, Inc. | 139,017 | $9,063,000 | 1.44% |
| B, B, H, & B INC. | 19,641 | $1,277,000 | 1.33% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 102,302 | $6,728,000 | 0.96% |
| EVERMAY WEALTH MANAGEMENT LLC | 58,569 | $3,818,000 | 0.76% |
| Migdal Insurance & Financial Holdings Ltd. | 788,000 | $51,370,000 | 0.52% |
| JSF Financial, LLC | 9,075 | $592,000 | 0.37% |
| Procyon Advisors, LLC | 11,724 | $764,000 | 0.34% |