Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 61 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q1 2022
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 119,721$7,804,0003.84%
DeGreen Capital Management LLC 99,325$4,395,0002.58%
Beaumont Capital Management, LLC 33,320$2,172,0002.16%
First Heartland Consultants, Inc. 139,017$9,063,0001.44%
B, B, H, & B INC. 19,641$1,277,0001.33%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 102,302$6,728,0000.96%
EVERMAY WEALTH MANAGEMENT LLC 58,569$3,818,0000.76%
Migdal Insurance & Financial Holdings Ltd. 788,000$51,370,0000.52%
JSF Financial, LLC 9,075$592,0000.37%
Procyon Advisors, LLC 11,724$764,0000.34%
View complete list of WISDOMTREE TR shareholders