Centric Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 11 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
Centric Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$3,510,000
+9.0%
203,359
+12.3%
1.16%
-2.5%
Q3 2021$3,219,000
+5.9%
181,031
+8.4%
1.18%
+12.5%
Q2 2021$3,041,000
+6.8%
166,994
+4.9%
1.05%
+29.5%
Q1 2021$2,847,000
+2.2%
159,125
+5.5%
0.81%
-6.4%
Q4 2020$2,787,000150,7930.87%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Grey Street Capital, LLC 30,190$528,1740.37%
3D/L Capital Management, LLC 15,981$279,5820.07%
Worth Asset Management, LLC 4,405$77,0650.06%
Advisors Preferred, LLC 6,636$115,8980.04%
Key FInancial Inc 5,918$103,5350.04%
Blue Trust, Inc. 1,000$170.00%
JANE STREET GROUP, LLC 69,639$1,218,3340.00%
UBS Group AG 14,819$259,2590.00%
OSAIC HOLDINGS, INC. 200$3,4990.00%
Parallel Advisors, LLC 800$13,9960.00%
View complete list of WISDOMTREE TR shareholders