Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 46 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2022
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 70,922$1,881,5611.47%
SOL Capital Management CO 78,835$2,0910.25%
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 35,930$953,2230.13%
FLOW TRADERS U.S. LLC 37,550$9960.05%
OLD MISSION CAPITAL LLC 57,891$1,535,8480.03%
Foundations Investment Advisors, LLC 32,509$862,4640.02%
Y.D. More Investments Ltd 7,000$185,7100.02%
Cambridge Investment Research Advisors, Inc. 132,681$3,5200.01%
IHT Wealth Management, LLC 8,421$223,4130.01%
MEITAV INVESTMENT HOUSE LTD 17,775$471,5710.01%
View complete list of WISDOMTREE TR shareholders