PFG Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
PFG Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,740,250
-1.9%
94,202
-1.9%
0.43%
+15.8%
Q2 2023$4,833,055
-9.5%
96,046
-9.6%
0.37%
-17.7%
Q1 2023$5,338,861
+186.8%
106,204
+186.8%
0.45%
+145.6%
Q4 2022$1,861,599
+412.8%
37,032
+412.7%
0.18%
+343.9%
Q3 2022$363,0007,2230.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Leibman Financial Services, Inc. 143,520$7,210,4236.00%
Global Wealth Strategies & Associates 118,967$5,976,9022.49%
WealthPlan Investment Management, LLC 60,184$3,023,6440.48%
VERITY Wealth Advisors 9,136$459,0140.40%
Harbour Capital Advisors, LLC 18,720$940,8670.26%
CGN Advisors LLC 34,508$1,733,6810.24%
Vigilare Wealth Management 5,000$251,2000.13%
Apella Capital, LLC 28,357$1,426,0740.08%
First Financial Bank - Trust Division 9,626$483,6040.05%
BALDWIN BROTHERS LLC/MA 5,015$251,9540.02%
View complete list of WISDOMTREE TR shareholders