Stratos Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 41 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,234,060
+1.5%
268,035
+7.0%
1.23%
-1.2%
Q2 2023$8,116,217
+10.6%
250,471
+6.0%
1.25%
+1.0%
Q1 2023$7,337,014
+15.9%
236,372
+12.1%
1.23%
+9.1%
Q4 2022$6,331,808
+5.2%
210,837
+4.5%
1.13%
-7.1%
Q3 2022$6,019,000
+5.5%
201,842
+13.0%
1.22%
+12.7%
Q2 2022$5,706,000
-1.0%
178,557
+8.8%
1.08%
+12.9%
Q1 2022$5,761,000
+16.7%
164,077
+14.7%
0.96%
+23.0%
Q4 2021$4,937,000
+44.4%
143,068
+36.3%
0.78%
+31.0%
Q3 2021$3,418,000
+49.3%
104,960
+45.6%
0.59%
-5.7%
Q2 2021$2,289,000
+30.3%
72,088
+23.9%
0.63%
+13.3%
Q1 2021$1,757,000
+12.8%
58,193
+6.6%
0.56%
+13.5%
Q4 2020$1,557,000
+4.3%
54,565
-2.2%
0.49%
-9.6%
Q3 2020$1,493,000
+9.4%
55,786
+2.4%
0.54%
-6.1%
Q2 2020$1,365,000
+11.2%
54,505
-0.1%
0.58%
-11.8%
Q1 2020$1,228,000
+9.7%
54,544
+38.8%
0.65%
+26.0%
Q4 2019$1,119,000
+0.9%
39,303
-2.1%
0.52%
-17.5%
Q3 2019$1,109,000
+5.3%
40,132
+5.0%
0.63%
-5.4%
Q2 2019$1,053,00038,2060.66%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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