AE Wealth Management 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
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$407,762
-97.1%
13,273
-97.0%
0.00%
-97.6%
Q2 2023$14,205,231
+25.7%
438,382
+20.4%
0.08%
+16.4%
Q1 2023$11,304,048
+23.1%
364,177
+19.1%
0.07%
+10.6%
Q4 2022$9,185,428
-0.8%
305,858
-1.5%
0.07%
-9.6%
Q3 2022$9,256,000
+154.7%
310,372
+172.9%
0.07%
+151.7%
Q2 2022$3,634,000
-9.4%
113,722
-0.4%
0.03%
+3.6%
Q1 2022$4,010,000
+715.0%
114,219
+637.8%
0.03%
+600.0%
Q2 2021$492,00015,4800.00%
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