WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 13 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $190,260 | -31.9% | 10,792 | -32.5% | 0.06% | -25.7% |
| Q1 2023 | $279,582 | +3.4% | 15,981 | -0.4% | 0.07% | +1.4% |
| Q4 2022 | $270,267 | +6.8% | 16,048 | +0.8% | 0.07% | -2.7% |
| Q3 2022 | $253,000 | -4.2% | 15,921 | 0.0% | 0.08% | +1.4% |
| Q2 2022 | $264,000 | -7.0% | 15,921 | -0.4% | 0.07% | +5.7% |
| Q1 2022 | $284,000 | +4.4% | 15,981 | +1.4% | 0.07% | +9.4% |
| Q4 2021 | $272,000 | -2.9% | 15,761 | 0.0% | 0.06% | -4.5% |
| Q3 2021 | $280,000 | 0.0% | 15,761 | +2.5% | 0.07% | 0.0% |
| Q2 2021 | $280,000 | +25.6% | 15,375 | +23.3% | 0.07% | +17.5% |
| Q1 2021 | $223,000 | – | 12,465 | -1.1% | 0.06% | – |
| Q4 2020 | $0 | – | 12,599 | – | 0.00% | – |
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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% |