Activest Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 37 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Activest Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$0
-100.0%
0
-100.0%
0.00%
Q1 2023$230.0%10.0%0.00%
Q4 2022$23
-100.0%
1
-100.0%
0.00%
-100.0%
Q3 2022$101,000
-25.7%
3,188
+0.3%
0.03%
-65.6%
Q2 2022$136,000
+7.1%
3,180
+0.4%
0.10%
+17.1%
Q1 2022$127,0003,1680.08%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 119,721$7,804,0003.84%
DeGreen Capital Management LLC 99,325$4,395,0002.58%
Beaumont Capital Management, LLC 33,320$2,172,0002.16%
First Heartland Consultants, Inc. 139,017$9,063,0001.44%
B, B, H, & B INC. 19,641$1,277,0001.33%
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 102,302$6,728,0000.96%
EVERMAY WEALTH MANAGEMENT LLC 58,569$3,818,0000.76%
Migdal Insurance & Financial Holdings Ltd. 788,000$51,370,0000.52%
JSF Financial, LLC 9,075$592,0000.37%
Procyon Advisors, LLC 11,724$764,0000.34%
View complete list of WISDOMTREE TR shareholders