Castle Rock Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 261 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,178,458
+3.2%
102,808
+3.2%
1.74%
+1.4%
Q2 2023$5,016,763
-6.2%
99,618
-6.2%
1.71%
-10.3%
Q1 2023$5,350,737
+431.4%
106,186
+430.9%
1.91%
+276.9%
Q3 2022$1,007,000
+100.2%
20,000
+100.0%
0.51%
+97.3%
Q2 2022$503,0000.0%10,0000.0%0.26%
+11.3%
Q1 2022$503,00010,0000.23%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Financial Services Advisory Inc 196,825$9,906,00040.48%
3EDGE Asset Management, LP 10,357,545$521,295,00038.89%
Summit Trail Advisors, LLC 7,931,880$399,212,00024.68%
New Perspectives, Inc 401,803$20,222,73516.47%
Titan Capital Management, LLC /TX 294,775$14,836,00014.78%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 672,351$33,839,00013.89%
Cardinal Point Wealth Management Partners, LLC 560,375$28,204,00013.52%
Mason & Associates Inc 694,193$34,939,00012.27%
Inspire Investing, LLC 1,775,752$89,374,00011.86%
Knowledge Leaders Capital, LLC 241,520$12,156,00011.77%
View complete list of WISDOMTREE TR shareholders