Cerity Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 503 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$6,479,114
-1.0%
128,784
-1.0%
0.02%0.0%
Q1 2024$6,542,167
-2.3%
130,089
-2.4%
0.02%
-22.7%
Q4 2023$6,693,115
-91.6%
133,223
-91.6%
0.02%
-94.3%
Q3 2023$79,941,1951,588,6560.39%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Price Capital Management, Inc. 225,000$11,315,250100.00%
Summit Trail Advisors, LLC 21,645,525$1,088,120,55043.83%
MOULTON WEALTH MANAGEMENT, INC 287,684$14,482,01231.86%
Mason & Associates Inc 1,509,023$75,858,58623.20%
Freestone Capital Holdings, LLC 8,995,657$452,211,67520.03%
WEST CHESTER CAPITAL ADVISORS, INC 163,247$8,206,42618.86%
Retireful, LLC 1,065,388$53,557,05417.22%
Cardinal Point Capital Management ULC 1,091,393$54,864,43316.67%
Sanchez Wealth Management Group 750,797$37,742,57716.62%
Total Clarity Wealth Management, Inc. 601,671$30,246,02116.42%
View complete list of WISDOMTREE TR shareholders