Allworth Financial LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 341 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,427,324
-40.2%
107,856
-40.2%
0.05%
-39.0%
Q2 2023$9,081,971
-40.8%
180,484
-40.9%
0.08%
-50.0%
Q1 2023$15,345,818
-2.2%
305,268
-2.2%
0.15%
-11.5%
Q4 2022$15,692,784
-2.2%
312,170
-2.2%
0.17%
-14.3%
Q3 2022$16,050,000
+23.3%
319,209
+23.4%
0.20%
+14.0%
Q2 2022$13,018,000
+40581.2%
258,648
+40062.7%
0.18%
Q1 2022$32,0006440.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Financial Services Advisory Inc 196,825$9,906,00040.48%
3EDGE Asset Management, LP 10,357,545$521,295,00038.89%
Summit Trail Advisors, LLC 7,931,880$399,212,00024.68%
New Perspectives, Inc 401,803$20,222,73516.47%
Titan Capital Management, LLC /TX 294,775$14,836,00014.78%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 672,351$33,839,00013.89%
Cardinal Point Wealth Management Partners, LLC 560,375$28,204,00013.52%
Mason & Associates Inc 694,193$34,939,00012.27%
Inspire Investing, LLC 1,775,752$89,374,00011.86%
Knowledge Leaders Capital, LLC 241,520$12,156,00011.77%
View complete list of WISDOMTREE TR shareholders