Intercontinental Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUSC and the CUSIP is 97717X552. A total of 23 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$1,417,624
-0.6%
42,1310.0%0.34%
-7.1%
Q1 2023$1,426,139
+1.5%
42,131
-6.4%
0.36%
-12.9%
Q4 2022$1,405,350
+13.0%
45,031
-0.7%
0.42%
+7.2%
Q3 2022$1,244,000
-11.0%
45,3600.0%0.39%
+2.9%
Q2 2022$1,397,000
-11.1%
45,3600.0%0.38%
+5.9%
Q1 2022$1,571,000
-6.4%
45,3600.0%0.36%
+1.1%
Q4 2021$1,679,000
+4.2%
45,3600.0%0.35%
-5.9%
Q3 2021$1,612,000
-0.2%
45,360
-1.8%
0.38%
+17.5%
Q2 2021$1,616,000
+0.2%
46,210
-2.7%
0.32%
-8.8%
Q1 2021$1,612,000
+10.5%
47,4820.0%0.35%0.0%
Q4 2020$1,459,000
+17.1%
47,482
+3.9%
0.35%
-3.8%
Q3 2020$1,246,000
+8.9%
45,687
+7.1%
0.36%
-1.9%
Q2 2020$1,144,000
+28.8%
42,665
+10.3%
0.37%
-20.7%
Q1 2020$888,000
+220.6%
38,665
+362.8%
0.47%
+103.0%
Q4 2019$277,000
-12.9%
8,355
-20.3%
0.23%
+17.9%
Q3 2019$318,000
+0.6%
10,4840.0%0.20%
+20.2%
Q2 2019$316,0000.0%10,4840.0%0.16%
+3.8%
Q1 2019$316,000
+10.9%
10,484
-3.0%
0.16%
-1.3%
Q4 2018$285,000
-45.6%
10,804
-37.6%
0.16%
-39.5%
Q3 2018$524,000
+0.8%
17,3020.0%0.26%
-9.0%
Q2 2018$520,000
-6.5%
17,302
-4.4%
0.29%
-10.2%
Q1 2018$556,000
+0.5%
18,107
+1.8%
0.32%
+3.9%
Q4 2017$553,000
+7.2%
17,787
+5.9%
0.31%
-1.6%
Q3 2017$516,000
+15.2%
16,790
+10.5%
0.32%
+9.4%
Q2 2017$448,00015,1900.29%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
WESCAP Management Group, Inc. 815,849$19,507,0009.82%
EASTERN BANK 350,975$8,392,0000.68%
SeaBridge Investment Advisors LLC 75,865$1,814,0000.44%
DELTEC ASSET MANAGEMENT LLC 40,000$956,0000.24%
FDx Advisors, Inc. 190,790$4,562,0000.21%
Mariner, LLC 79,661$1,905,0000.11%
Psagot Value Holdings Ltd. 102,970$2,462,0000.10%
VALLEY NATIONAL ADVISERS INC 5,979$143,0000.08%
LADENBURG THALMANN FINANCIAL SERVICES INC. 126,547$3,025,0000.05%
UBS ASSET MANAGEMENT AMERICAS LLC 1,799,201$43,019,0000.05%
View complete list of WISDOMTREE TR shareholders