Homrich & Berg - 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
Homrich & Berg ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$1,492,000
+2.0%
45,837
-0.5%
0.03%
-2.9%
Q2 2021$1,463,000
+5.2%
46,0680.0%0.03%
-5.6%
Q1 2021$1,391,000
+1.5%
46,068
-4.0%
0.04%
-7.7%
Q4 2020$1,370,000
+6.8%
48,000
+0.1%
0.04%
-11.4%
Q3 2020$1,283,000
+5.9%
47,963
-0.9%
0.04%
-10.2%
Q2 2020$1,212,000
+206.1%
48,417
+175.0%
0.05%
+122.7%
Q1 2020$396,000
-21.6%
17,603
-0.8%
0.02%
-4.3%
Q4 2019$505,00017,7420.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,450$12,5855.58%
Global Wealth Strategies & Associates 156,761$4,865,8552.51%
Stratos Investment Management, LLC 236,372$7,337,0141.23%
KLR INVESTMENT ADVISORS, LLC 21,078$654,2610.58%
Opes Wealth Management LLC 52,605$1,632,8620.53%
Atlantic Private Wealth, LLC 9,908$307,5440.32%
Truadvice, LLC 9,780$306,8710.12%
MACROVIEW INVESTMENT MANAGEMENT LLC 1,746$54,1890.09%
AE Wealth Management LLC 364,177$11,304,0480.07%
Private Capital Management, LLC 17,381$539,5160.06%
View complete list of WISDOMTREE TR shareholders