Old Port Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUDG and the CUSIP is 97717X610. A total of 31 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Old Port Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,075,974
-19.7%
37,658
-14.2%
0.39%
-19.1%
Q1 2023$1,340,766
-0.9%
43,866
-11.6%
0.48%
-5.5%
Q4 2022$1,352,871
+8.5%
49,598
-3.4%
0.51%
+2.8%
Q3 2022$1,247,000
-6.1%
51,347
-0.4%
0.50%
-3.5%
Q2 2022$1,328,000
-23.1%
51,535
-5.6%
0.51%
-12.6%
Q1 2022$1,727,000
-11.9%
54,574
-5.1%
0.59%
-11.4%
Q4 2021$1,961,000
-5.3%
57,529
-10.8%
0.66%
-11.5%
Q3 2021$2,070,000
-19.6%
64,520
-14.1%
0.75%
-19.0%
Q2 2021$2,574,000
-24.6%
75,077
-31.3%
0.93%
-30.9%
Q1 2021$3,416,000
-5.8%
109,231
-7.0%
1.34%
-14.9%
Q4 2020$3,625,000
+15.9%
117,502
+3.8%
1.58%
+1.9%
Q3 2020$3,129,000
+9.1%
113,172
+1.6%
1.54%
+2.9%
Q2 2020$2,867,000
+18.5%
111,383
+0.7%
1.50%
+1.6%
Q1 2020$2,420,000
-20.9%
110,618
+0.9%
1.48%0.0%
Q4 2019$3,059,000
+18.4%
109,641
+4.7%
1.48%
+9.2%
Q3 2019$2,583,000
-4.2%
104,700
+2.2%
1.35%
-2.2%
Q2 2019$2,695,000
+8.4%
102,496
+3.2%
1.38%
+6.1%
Q1 2019$2,487,000
+4.8%
99,351
-3.0%
1.30%
-2.0%
Q4 2018$2,374,000
-3.7%
102,435
+6.3%
1.33%0.0%
Q2 2018$2,466,00096,4071.33%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cedar Wealth Management, LLC 49,438$1,412,5470.56%
Old Port Advisors 37,658$1,075,9740.39%
VALLEY WEALTH MANAGERS, INC. 146,665$4,190,5560.35%
Colorado Capital Management, Inc. 14,357$4100.31%
Southland Equity Partners LLC 13,694$391,2690.14%
CAPITAL MANAGEMENT CORP /VA 10,500$300,0090.07%
HEADINVEST, LLC 10,828$305,4500.07%
HARBOUR INVESTMENTS, INC. 31,995$914,1760.05%
BEACON FINANCIAL GROUP 9,161$2760.04%
Cambridge Investment Research Advisors, Inc. 273,095$7,8030.04%
View complete list of WISDOMTREE TR shareholders