WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 40 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $223,413 | -18.4% | 8,421 | -18.8% | 0.01% | -27.3% |
| Q1 2024 | $273,665 | -7.6% | 10,374 | -1.9% | 0.01% | -15.4% |
| Q4 2023 | $296,282 | -6.3% | 10,574 | -1.1% | 0.01% | -18.8% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Capital Wealth Partners, LLC | 183,904 | $12,393,000 | 6.68% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 119,421 | $8,047,000 | 3.60% |
| DeGreen Capital Management LLC | 87,425 | $5,892,000 | 1.98% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 88,990 | $5,997,000 | 0.44% |
| Kalos Management, Inc. | 14,603 | $848,000 | 0.34% |
| JSF Financial, LLC | 7,721 | $520,000 | 0.31% |
| Psagot Value Holdings Ltd. | 115,290 | $7,769,000 | 0.28% |
| Bellecapital International Ltd. | 13,025 | $878,000 | 0.27% |
| Alliance Wealth Advisors, LLC | 3,960 | $267,000 | 0.24% |
| EVERMAY WEALTH MANAGEMENT LLC | 18,966 | $1,278,000 | 0.24% |