Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$5,366
-11.8%
1750.0%0.00%
Q1 2023$6,087
+0.1%
1750.0%0.00%
Q4 2022$6,080
+1.3%
1750.0%0.00%
Q3 2022$6,000
-14.3%
1750.0%0.00%
Q2 2022$7,000
-63.2%
175
-63.2%
0.00%
Q1 2022$19,000
-29.6%
475
-13.6%
0.00%
Q4 2021$27,000
-64.5%
550
-61.4%
0.00%
-100.0%
Q3 2021$76,000
-65.8%
1,425
-56.8%
0.00%
-75.0%
Q2 2021$222,000
-99.9%
3,295
-51.4%
0.00%0.0%
Q1 2021$441,988,000
+261431.4%
6,780
+164.3%
0.00%0.0%
Q4 2020$169,000
+16800.0%
2,565
+17000.0%
0.00%
Q3 2018$1,0000.0%150.0%0.00%
Q2 2018$1,000150.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 60,666$1,795,1071.29%
SOL Capital Management CO 83,460$2,4700.38%
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 35,930$1,063,1690.13%
FLOW TRADERS U.S. LLC 66,318$1,9620.09%
Y.D. More Investments Ltd 7,000$207,1300.04%
Foundations Investment Advisors, LLC 43,764$1,294,9770.04%
Nicholas Hoffman & Company, LLC. 17,065$504,9500.04%
OLD MISSION CAPITAL LLC 47,207$1,396,8550.03%
MEITAV INVESTMENT HOUSE LTD 38,775$1,137,9580.02%
IHT Wealth Management, LLC 10,691$316,3540.02%
View complete list of WISDOMTREE TR shareholders