WISDOMTREE TR's ticker is CXSE and the CUSIP is 97717X719. A total of 87 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $51,000 | +2.0% | 764 | 0.0% | 0.00% | – |
| Q1 2021 | $50,000 | +284.6% | 764 | +282.0% | 0.00% | – |
| Q4 2020 | $13,000 | +18.2% | 200 | +100.0% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | -33.3% | 100 | -50.0% | 0.00% | – |
| Q1 2020 | $15,000 | +87.5% | 200 | +100.0% | 0.00% | – |
| Q4 2019 | $8,000 | +14.3% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $7,000 | -53.3% | 100 | -50.0% | 0.00% | – |
| Q2 2019 | $15,000 | +25.0% | 200 | +33.3% | 0.00% | – |
| Q1 2019 | $12,000 | +33.3% | 150 | 0.0% | 0.00% | – |
| Q4 2018 | $9,000 | -35.7% | 150 | -25.0% | 0.00% | – |
| Q3 2018 | $14,000 | -61.1% | 200 | -54.1% | 0.00% | – |
| Q2 2018 | $36,000 | – | 436 | – | 0.00% | – |
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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% |