United Asset Strategies, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 379 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,902,062
-37.8%
157,036
-37.8%
1.02%
-35.4%
Q2 2023$12,699,971
+0.1%
252,384
+0.0%
1.58%
-5.4%
Q1 2023$12,685,635
+793.7%
252,350
+793.7%
1.67%
+745.5%
Q4 2022$1,419,487
-11.3%
28,237
-11.3%
0.20%
-19.5%
Q3 2022$1,601,000
-19.6%
31,840
-19.6%
0.25%
-15.2%
Q2 2022$1,992,00039,5840.29%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Leibman Financial Services, Inc. 143,520$7,210,4236.00%
Global Wealth Strategies & Associates 118,967$5,976,9022.49%
WealthPlan Investment Management, LLC 60,184$3,023,6440.48%
VERITY Wealth Advisors 9,136$459,0140.40%
Harbour Capital Advisors, LLC 18,720$940,8670.26%
CGN Advisors LLC 34,508$1,733,6810.24%
Vigilare Wealth Management 5,000$251,2000.13%
Apella Capital, LLC 28,357$1,426,0740.08%
First Financial Bank - Trust Division 9,626$483,6040.05%
BALDWIN BROTHERS LLC/MA 5,015$251,9540.02%
View complete list of WISDOMTREE TR shareholders