LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 42 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$391,108
+30.6%
12,731
+37.7%
0.00%
Q2 2023$299,568
+43.3%
9,245
+37.2%
0.00%
Q1 2023$209,115
-58.6%
6,737
-60.2%
0.00%
Q3 2022$505,000
-72.9%
16,934
-70.9%
0.00%
-100.0%
Q2 2022$1,861,000
+180.3%
58,233
+208.0%
0.00%
+100.0%
Q1 2022$664,000
+227.1%
18,909
+222.2%
0.00%
Q4 2021$203,000
-29.0%
5,869
-41.5%
0.00%
Q4 2020$286,000
-13.9%
10,029
-19.1%
0.00%
-100.0%
Q3 2020$332,000
-2.1%
12,394
-8.5%
0.00%0.0%
Q2 2020$339,000
-15.7%
13,548
-24.1%
0.00%0.0%
Q1 2020$402,000
-28.2%
17,855
-9.1%
0.00%0.0%
Q4 2019$560,000
+52.2%
19,650
+47.6%
0.00%0.0%
Q3 2019$368,000
-5.6%
13,316
-5.9%
0.00%0.0%
Q2 2019$390,000
-52.0%
14,156
-53.0%
0.00%
-50.0%
Q1 2019$812,000
-55.8%
30,145
-58.2%
0.00%
-60.0%
Q4 2018$1,836,000
-17.4%
72,129
-0.5%
0.01%0.0%
Q3 2018$2,222,000
+0.5%
72,525
-3.5%
0.01%
-16.7%
Q2 2018$2,212,000
-1.2%
75,168
-5.2%
0.01%0.0%
Q1 2018$2,240,000
-2.3%
79,316
+0.6%
0.01%
-14.3%
Q4 2017$2,292,000
-2.7%
78,860
-1.3%
0.01%
-12.5%
Q3 2017$2,356,000
+16.8%
79,914
+14.9%
0.01%0.0%
Q2 2017$2,017,000
+14.5%
69,536
+11.5%
0.01%
-33.3%
Q1 2017$1,761,000
+27.1%
62,351
+23.2%
0.01%
+9.1%
Q4 2016$1,385,000
+38.5%
50,616
+37.2%
0.01%
+10.0%
Q3 2016$1,000,000
+32.3%
36,894
+29.3%
0.01%
+66.7%
Q2 2016$756,00028,5390.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 9,908$3,412,0003.00%
Crabel Capital Management, LLC 405,440$13,992,0002.51%
Stratos Investment Management, LLC 143,068$4,937,0000.78%
Opes Wealth Management LLC 52,755$1,821,0000.57%
Truadvice, LLC 11,507$392,0000.37%
RHS Financial, LLC 15,141$523,0000.36%
MACROVIEW INVESTMENT MANAGEMENT LLC 3,995$138,0000.18%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16,047$554,0000.15%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,617$366,0000.08%
Klingman & Associates, LLC 14,685$507,0000.04%
View complete list of WISDOMTREE TR shareholders