Capital Advisors, Ltd. LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 261 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,138
-3.6%
22,621
-3.5%
0.17%
-1.1%
Q2 2023$1,180
-17.4%
23,451
-17.4%
0.18%
-25.1%
Q1 2023$1,428
-14.1%
28,402
-14.2%
0.24%
-18.7%
Q4 2022$1,663
-99.9%
33,086
+7.6%
0.29%
-4.0%
Q3 2022$1,546,000
+28.5%
30,746
+28.6%
0.30%
+33.8%
Q2 2022$1,203,000
+587.4%
23,904
+587.9%
0.22%
+675.9%
Q1 2022$175,0003,4750.03%
Other shareholders
WISDOMTREE TR shareholders Q2 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