NewSquare Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WFIG and the CUSIP is 97717X198. A total of 10 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
NewSquare Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$257,881
+229.9%
6,145
+244.3%
0.03%
+237.5%
Q2 2023$78,181
+0.5%
1,785
+2.0%
0.01%
-11.1%
Q1 2023$77,777
+11.1%
1,750
+8.0%
0.01%0.0%
Q4 2022$70,002
+2.9%
1,620
+1.6%
0.01%0.0%
Q3 2022$68,000
-1.4%
1,595
+4.9%
0.01%0.0%
Q2 2022$69,000
-2.8%
1,520
+5.6%
0.01%
+12.5%
Q1 2022$71,000
-63.2%
1,440
-59.9%
0.01%
-60.0%
Q4 2021$193,000
+22.9%
3,590
+23.4%
0.02%
+11.1%
Q3 2021$157,000
+8.3%
2,910
+9.6%
0.02%
+5.9%
Q2 2021$145,000
+19.8%
2,655
+15.4%
0.02%
+6.2%
Q1 2021$121,000
+15.2%
2,300
+23.0%
0.02%
+6.7%
Q4 2020$105,000
+90.9%
1,870
+87.0%
0.02%
+66.7%
Q3 2020$55,000
+120.0%
1,000
+115.1%
0.01%
+125.0%
Q2 2020$25,0004650.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Simplicity Solutions, LLC 411,148$22,529,0000.41%
AE Wealth Management LLC 411,680$22,558,0000.32%
NewSquare Capital LLC 1,000$55,0000.01%
Lloyd Advisory Services, LLC. 245$13,0000.01%
Private Advisor Group, LLC 6,657$365,0000.01%
CWM, LLC 9,392$512,0000.00%
LPL Financial LLC 21,403$1,173,0000.00%
Citadel Advisors 39,656$2,173,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
OSAIC HOLDINGS, INC. 1,865$102,0000.00%
View complete list of WISDOMTREE TR shareholders