WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,487 | -1.6% | 4,958 | -1.6% | 0.10% | -6.3% |
| Q2 2023 | $253,462 | -11.1% | 5,037 | -11.2% | 0.11% | -16.5% |
| Q1 2023 | $285,081 | -17.7% | 5,671 | -17.7% | 0.13% | -24.9% |
| Q4 2022 | $346,511 | -75.1% | 6,893 | -75.1% | 0.18% | -76.2% |
| Q3 2022 | $1,390,000 | -28.7% | 27,636 | -28.7% | 0.74% | -23.0% |
| Q2 2022 | $1,950,000 | +6.0% | 38,745 | +5.9% | 0.97% | +34.6% |
| Q1 2022 | $1,840,000 | – | 36,590 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leibman Financial Services, Inc. | 143,520 | $7,210,423 | 6.00% |
| Global Wealth Strategies & Associates | 118,967 | $5,976,902 | 2.49% |
| WealthPlan Investment Management, LLC | 60,184 | $3,023,644 | 0.48% |
| VERITY Wealth Advisors | 9,136 | $459,014 | 0.40% |
| Harbour Capital Advisors, LLC | 18,720 | $940,867 | 0.26% |
| CGN Advisors LLC | 34,508 | $1,733,681 | 0.24% |
| Vigilare Wealth Management | 5,000 | $251,200 | 0.13% |
| Apella Capital, LLC | 28,357 | $1,426,074 | 0.08% |
| First Financial Bank - Trust Division | 9,626 | $483,604 | 0.05% |
| BALDWIN BROTHERS LLC/MA | 5,015 | $251,954 | 0.02% |