Steward Partners Investment Advisory, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 41 filers reported holding WISDOMTREE TR in Q2 2023. 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 Q2 2023
NameSharesValueWeighting ↓
OLD MISSION CAPITAL LLC 237,488$12,691,0000.51%
LEO BROKERAGE, LLC 44,306$2,368,0000.44%
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. 35,930$1,920,0000.24%
Kalos Management, Inc. 13,682$747,0000.21%
Bellecapital International Ltd. 12,553$671,0000.20%
JSF Financial, LLC 7,169$383,0000.19%
Nicholas Hoffman & Company, LLC. 18,392$983,0000.17%
WHITE PINE CAPITAL LLC 7,399$395,0000.12%
Stelac Advisory Services LLC 6,575$351,0000.09%
MEITAV INVESTMENT HOUSE LTD 106,320$5,682,0000.09%
View complete list of WISDOMTREE TR shareholders