Klingman & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 35 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q3 2023
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 9,908$3,412,0003.00%
Crabel Capital Management, LLC 405,440$13,992,0002.51%
Stratos Investment Management, LLC 143,068$4,937,0000.78%
Opes Wealth Management LLC 52,755$1,821,0000.57%
Truadvice, LLC 11,507$392,0000.37%
RHS Financial, LLC 15,141$523,0000.36%
MACROVIEW INVESTMENT MANAGEMENT LLC 3,995$138,0000.18%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16,047$554,0000.15%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,617$366,0000.08%
Klingman & Associates, LLC 14,685$507,0000.04%
View complete list of WISDOMTREE TR shareholders