WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 14 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,973 | -1.3% | 5,918 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $104,334 | +0.8% | 5,918 | 0.0% | 0.04% | -7.9% |
| Q1 2023 | $103,535 | +10.2% | 5,918 | 0.0% | 0.04% | -13.6% |
| Q4 2022 | $93,919 | -0.1% | 5,918 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $94,000 | -4.1% | 5,918 | 0.0% | 0.04% | -17.0% |
| Q2 2022 | $98,000 | 0.0% | 5,918 | +7.2% | 0.05% | +8.2% |
| Q1 2022 | $98,000 | +3.2% | 5,518 | 0.0% | 0.05% | +2.1% |
| Q4 2021 | $95,000 | -3.1% | 5,518 | 0.0% | 0.05% | -12.7% |
| Q3 2021 | $98,000 | -1.0% | 5,518 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $99,000 | – | 5,518 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Live Your Vision, LLC | 345,344 | $6,921,000 | 4.14% |
| INTEGRATED WEALTH COUNSEL, LLC | 285,680 | $5,728,000 | 4.12% |
| New Harbor Financial Group, LLC | 62,389 | $1,251,000 | 1.87% |
| Wharton Business Group, LLC | 843,395 | $16,910,000 | 1.48% |
| Mosaic Financial Partners, Inc. | 86,298 | $1,730,000 | 1.35% |
| IndexIQ Advisors LLC | 424,269 | $8,507,000 | 1.07% |
| Courage Miller Partners, LLC | 44,012 | $882,000 | 0.80% |
| MOTCO | 291,755 | $5,850,000 | 0.74% |
| 3D ASSET MANAGEMENT, INC | 110,186 | $2,209,000 | 0.74% |
| Partnervest Advisory Services LLC | 74,346 | $1,491,000 | 0.68% |