WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 83 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $249,894 | -3.9% | 8,150 | +9.0% | 0.03% | -27.9% |
| Q1 2023 | $259,960 | -68.8% | 7,474 | -39.5% | 0.04% | -81.1% |
| Q2 2021 | $833,000 | +9.0% | 12,361 | +5.4% | 0.23% | -33.4% |
| Q1 2021 | $764,000 | +6.7% | 11,724 | +7.7% | 0.34% | -2.3% |
| Q4 2020 | $716,000 | +20.1% | 10,885 | +105.1% | 0.35% | +5.4% |
| Q3 2020 | $596,000 | -2.3% | 5,307 | -16.6% | 0.33% | +2.2% |
| Q2 2020 | $610,000 | +45.6% | 6,361 | +16.1% | 0.32% | +16.1% |
| Q1 2020 | $419,000 | – | 5,480 | – | 0.28% | – |
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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% |