ENVESTNET ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 35 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$709,269
-1.3%
23,088
+4.1%
0.00%
Q2 2023$718,816
+5.6%
22,183
+1.1%
0.00%
Q1 2023$680,987
-32.5%
21,939
-34.7%
0.00%
-100.0%
Q4 2022$1,009,365
+3.5%
33,610
+2.8%
0.00%0.0%
Q3 2022$975,000
+98.6%
32,691
+112.7%
0.00%
Q2 2022$491,000
+70.5%
15,372
+87.3%
0.00%
Q1 2022$288,000
-44.7%
8,208
-45.6%
0.00%
Q4 2021$521,000
+44.3%
15,083
+36.0%
0.00%
Q3 2021$361,000
+3.7%
11,089
+1.3%
0.00%
Q2 2021$348,000
+1.2%
10,948
-3.9%
0.00%
Q1 2021$344,000
+3.3%
11,395
-2.2%
0.00%
Q4 2020$333,000
+6.4%
11,657
-0.4%
0.00%
Q3 2020$313,000
-25.5%
11,704
-30.2%
0.00%
Q2 2020$420,000
+4.5%
16,760
-6.2%
0.00%
Q1 2020$402,000
-60.4%
17,874
-49.8%
0.00%
-100.0%
Q4 2019$1,014,000
+4.6%
35,611
+1.6%
0.00%0.0%
Q3 2019$969,000
-8.3%
35,067
-8.6%
0.00%0.0%
Q2 2019$1,057,000
-1.7%
38,374
-3.8%
0.00%0.0%
Q1 2019$1,075,000
-68.0%
39,900
-69.8%
0.00%
-80.0%
Q4 2018$3,360,000
+963.3%
132,024
+1180.4%
0.01%
+400.0%
Q3 2018$316,000
-16.4%
10,311
-19.6%
0.00%0.0%
Q2 2018$378,000
+274.3%
12,831
+261.7%
0.00%
Q1 2018$101,000
-77.3%
3,547
-76.8%
0.00%
-100.0%
Q4 2017$445,000
-28.7%
15,307
-27.7%
0.00%0.0%
Q3 2017$624,000
+2.3%
21,173
+0.5%
0.00%
-50.0%
Q2 2017$610,000
+9.1%
21,062
+6.7%
0.00%0.0%
Q1 2017$559,00019,7390.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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