LAKE STREET ADVISORS GROUP, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 53 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q3 2022
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