Legacy Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 27 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Legacy Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$169,000
-5.1%
10,0000.0%0.04%0.0%
Q2 2022$178,000
-28.2%
10,0000.0%0.04%
-22.9%
Q1 2022$248,000
-5.3%
10,0000.0%0.05%
-50.0%
Q4 2021$262,000
+1.6%
10,0000.0%0.10%
-6.8%
Q3 2021$258,00010,0000.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Procyon Advisors, LLC 81,241$1,573,6380.20%
S. R. Schill & Associates 13,002$251,8490.11%
GREAT VALLEY ADVISOR GROUP, INC. 103,311$2,001,1360.08%
Claro Advisors LLC 13,447$260,4650.06%
Rise Advisors, LLC 1,601$31,0200.02%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 10,000$193,7000.02%
FLOW TRADERS U.S. LLC 19,818$3840.02%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 10,402$201,4780.02%
MARK SHEPTOFF FINANCIAL PLANNING, LLC 200$3,8740.00%
Cambridge Investment Research Advisors, Inc. 18,594$3600.00%
View complete list of WISDOMTREE TR shareholders