LAKE STREET ADVISORS GROUP, 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
LAKE STREET ADVISORS GROUP, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$398
+0.3%
11,4390.0%0.02%
-3.8%
Q4 2022$397
-99.9%
11,439
+0.1%
0.03%0.0%
Q3 2022$361,000
-25.7%
11,426
+0.4%
0.03%
-25.7%
Q2 2022$486,000
+7.3%
11,386
+0.5%
0.04%
+20.7%
Q1 2022$453,000
+30.5%
11,324
+86.4%
0.03%
+11.5%
Q2 2021$347,000
+33.5%
6,076
+52.2%
0.03%
+23.8%
Q1 2021$260,0003,9920.02%
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