Van Hulzen Asset Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 476 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Van Hulzen Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$598
+146.1%
11,897
+146.8%
0.04%
+100.0%
Q2 2023$243
+5.2%
4,821
+4.8%
0.02%
-4.5%
Q1 2023$2314,6010.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Kiely Wealth Advisory Group, Inc. 1,660,840$83,606,67346.07%
STAPP WEALTH MANAGEMENT, PLLC 319,414$16,069,71827.85%
Summit Trail Advisors, LLC 20,290,437$1,020,811,90026.83%
MOULTON WEALTH MANAGEMENT, INC 472,077$23,787,96021.56%
Stonekeep Investments, LLC 526,254$26,475,83921.47%
BIP Wealth, LLC 5,178,972$260,554,16921.34%
Lauer Wealth, LLC 503,780$25,390,51120.01%
Titan Manages, LLC 246,142$12,383,40419.45%
Cassia Capital Partners, LLC 555,011$27,922,62418.41%
Lunt Capital Management, Inc. 716,577$36,050,98917.77%
View complete list of WISDOMTREE TR shareholders