WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 41 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,063,169 | -3.5% | 35,930 | 0.0% | 0.13% | -23.9% |
| Q2 2023 | $1,101,614 | -11.8% | 35,930 | 0.0% | 0.18% | -51.4% |
| Q1 2023 | $1,249,645 | +0.1% | 35,930 | 0.0% | 0.36% | +66.8% |
| Q4 2022 | $1,248,208 | +10.0% | 35,930 | 0.0% | 0.22% | +26.9% |
| Q3 2022 | $1,135,000 | -25.9% | 35,930 | 0.0% | 0.17% | -26.6% |
| Q2 2022 | $1,532,000 | +6.6% | 35,930 | 0.0% | 0.23% | -6.8% |
| Q1 2022 | $1,437,000 | -19.8% | 35,930 | 0.0% | 0.25% | +19.6% |
| Q4 2021 | $1,791,000 | -6.7% | 35,930 | 0.0% | 0.21% | -12.6% |
| Q3 2021 | $1,920,000 | +23.9% | 35,930 | +56.2% | 0.24% | +17.7% |
| Q2 2021 | $1,550,000 | – | 23,000 | – | 0.20% | – |
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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% |