Wealthquest Corp - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 427 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.8%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$379,060
-0.1%
7,533
-0.1%
0.05%
+4.4%
Q2 2023$379,463
+5.9%
7,541
+5.7%
0.04%
-4.3%
Q1 2023$358,475
+21.0%
7,131
+21.0%
0.05%
+23.7%
Q4 2022$296,1405,8910.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 19,575,035$985,015,76937.17%
MOULTON WEALTH MANAGEMENT, INC 371,735$18,705,69233.10%
SYKON CAPITAL LLC 778,869$39,192,68827.04%
Lunt Capital Management, Inc. 986,442$49,637,76126.79%
Mason & Associates Inc 1,549,739$77,982,84623.01%
STAPP WEALTH MANAGEMENT, PLLC 225,801$11,362,30622.50%
BIP Wealth, LLC 5,453,908$274,440,70822.45%
Carmel Capital Partners, LLC 740,113$37,242,46619.19%
Cardinal Point Capital Management ULC 1,248,979$62,848,57918.92%
Sanchez Wealth Management Group 839,185$42,227,74217.10%
View complete list of WISDOMTREE TR shareholders