WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 47 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $565,000 | +25.8% | 5,887 | 0.0% | 0.32% | +18.9% |
| Q1 2020 | $449,000 | -17.0% | 5,887 | -9.6% | 0.27% | 0.0% |
| Q4 2019 | $541,000 | -14.4% | 6,514 | +15.8% | 0.27% | -16.4% |
| Q3 2019 | $632,000 | +31.9% | 5,626 | -13.1% | 0.32% | 0.0% |
| Q2 2019 | $479,000 | -2.6% | 6,471 | +2.5% | 0.32% | -11.0% |
| Q1 2019 | $492,000 | +30.2% | 6,314 | +1.6% | 0.36% | 0.0% |
| Q4 2018 | $378,000 | -14.7% | 6,214 | +0.5% | 0.36% | -9.0% |
| Q3 2018 | $443,000 | +19.4% | 6,184 | +36.1% | 0.40% | +22.0% |
| Q2 2018 | $371,000 | +33.9% | 4,543 | +44.5% | 0.33% | -6.6% |
| Q1 2018 | $277,000 | – | 3,145 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 119,721 | $7,804,000 | 3.84% |
| DeGreen Capital Management LLC | 99,325 | $4,395,000 | 2.58% |
| Beaumont Capital Management, LLC | 33,320 | $2,172,000 | 2.16% |
| First Heartland Consultants, Inc. | 139,017 | $9,063,000 | 1.44% |
| B, B, H, & B INC. | 19,641 | $1,277,000 | 1.33% |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 102,302 | $6,728,000 | 0.96% |
| EVERMAY WEALTH MANAGEMENT LLC | 58,569 | $3,818,000 | 0.76% |
| Migdal Insurance & Financial Holdings Ltd. | 788,000 | $51,370,000 | 0.52% |
| JSF Financial, LLC | 9,075 | $592,000 | 0.37% |
| Procyon Advisors, LLC | 11,724 | $764,000 | 0.34% |