Klingman & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 42 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Klingman & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$412,730
-5.2%
13,4350.0%0.03%
-5.7%
Q2 2023$435,352
+4.4%
13,4350.0%0.04%
-2.8%
Q1 2023$417,029
+3.4%
13,4350.0%0.04%
+2.9%
Q4 2022$403,482
+0.6%
13,4350.0%0.04%
-10.3%
Q3 2022$401,000
-6.5%
13,4350.0%0.04%
-7.1%
Q2 2022$429,000
-16.9%
13,435
-8.5%
0.04%
-4.5%
Q1 2022$516,000
+1.8%
14,6850.0%0.04%0.0%
Q4 2021$507,000
+6.1%
14,6850.0%0.04%
-2.2%
Q3 2021$478,000
+2.6%
14,6850.0%0.04%0.0%
Q2 2021$466,000
-5.5%
14,685
-10.0%
0.04%
-11.8%
Q1 2021$493,00016,3160.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,440$12,45510.02%
Global Wealth Strategies & Associates 180,662$5,549,9242.59%
Stratos Investment Management, LLC 268,035$8,234,0601.23%
Opes Wealth Management LLC 78,326$2,406,1970.67%
KLR INVESTMENT ADVISORS, LLC 21,078$654,2610.60%
Avestar Capital, LLC 93,805$2,881,6900.41%
Atlantic Private Wealth, LLC 9,908$304,3740.31%
Private Capital Management, LLC 30,608$940,2680.11%
MACROVIEW INVESTMENT MANAGEMENT LLC 1,666$51,1820.07%
RAYMOND JAMES TRUST N.A. 71,512$2,196,8480.06%
View complete list of WISDOMTREE TR shareholders