BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

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
BANK OF MONTREAL /CAN/ ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$213,221
-19.8%
12,060
-19.6%
0.00%
Q2 2023$265,800
+8760.0%
15,000
+10389.5%
0.00%
Q3 2018$3,000
-62.5%
143
-64.2%
0.00%
Q4 2013$8,0000.0%4000.0%0.00%
Q3 2013$8,0000.0%4000.0%0.00%
Q2 2013$8,0004000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Live Your Vision, LLC 345,344$6,921,0004.14%
INTEGRATED WEALTH COUNSEL, LLC 285,680$5,728,0004.12%
New Harbor Financial Group, LLC 62,389$1,251,0001.87%
Wharton Business Group, LLC 843,395$16,910,0001.48%
Mosaic Financial Partners, Inc. 86,298$1,730,0001.35%
IndexIQ Advisors LLC 424,269$8,507,0001.07%
Courage Miller Partners, LLC 44,012$882,0000.80%
MOTCO 291,755$5,850,0000.74%
3D ASSET MANAGEMENT, INC 110,186$2,209,0000.74%
Partnervest Advisory Services LLC 74,346$1,491,0000.68%
View complete list of WISDOMTREE TR shareholders