WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 15 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| New Harbor Financial Group, LLC | 164,228 | $3,306,000 | 3.92% |
| INTEGRATED WEALTH COUNSEL, LLC | 233,075 | $4,691,800,000 | 3.42% |
| Wharton Business Group, LLC | 757,280 | $15,244,000 | 1.28% |
| IndexIQ Advisors LLC | 500,484 | $10,075,000 | 1.16% |
| Partnervest Advisory Services LLC | 74,556 | $1,501,000 | 0.77% |
| Courage Miller Partners, LLC | 44,012 | $886,000 | 0.73% |
| Mosaic Financial Partners, Inc. | 40,595 | $817,000 | 0.64% |
| 3D ASSET MANAGEMENT, INC | 91,084 | $1,834,000 | 0.60% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 23,544 | $474,000 | 0.47% |
| MOTCO | 181,736 | $3,658,000 | 0.45% |