MARK SHEPTOFF FINANCIAL PLANNING, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 25 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,086
+5.5%
2000.0%0.00%
+50.0%
Q2 2023$3,874
+5.3%
2000.0%0.00%0.0%
Q1 2023$3,680
+20.9%
2000.0%0.00%0.0%
Q4 2022$3,045
+1.5%
2000.0%0.00%0.0%
Q3 2022$3,000
-25.0%
2000.0%0.00%0.0%
Q2 2022$4,000
-20.0%
2000.0%0.00%
-33.3%
Q1 2022$5,0000.0%2000.0%0.00%
+50.0%
Q4 2021$5,0000.0%2000.0%0.00%
-33.3%
Q3 2021$5,0000.0%2000.0%0.00%0.0%
Q2 2021$5,000
+25.0%
2000.0%0.00%
+50.0%
Q1 2021$4,0002000.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Procyon Advisors, LLC 81,232$1,236,7920.23%
Claro Advisors LLC 18,745$285,3980.09%
CIC Wealth, LLC 10,890$165,8050.07%
Insight Advisors, LLC/ PA 11,133$167,9410.06%
FLOW TRADERS U.S. LLC 35,382$5390.03%
Rise Advisors, LLC 1,601$24,3830.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,000$152,2540.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,058$153,1300.01%
High Net Worth Advisory Group LLC 1,000$15,2250.01%
BENJAMIN F. EDWARDS & COMPANY, INC. 5,926$900.00%
View complete list of WISDOMTREE TR shareholders