Keystone Financial Group - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 379 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
Keystone Financial Group ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,078,193
+16.6%
359,265
+16.6%
3.03%
+14.9%
Q2 2023$15,500,769
+79.7%
308,044
+79.6%
2.64%
+54.8%
Q4 2022$8,623,596
+26.9%
171,546
+26.9%
1.70%
+23.6%
Q3 2022$6,797,000135,1751.38%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 19,575,035$985,015,76937.17%
MOULTON WEALTH MANAGEMENT, INC 371,735$18,705,69233.10%
SYKON CAPITAL LLC 778,869$39,192,68827.04%
Lunt Capital Management, Inc. 986,442$49,637,76126.79%
Mason & Associates Inc 1,549,739$77,982,84623.01%
STAPP WEALTH MANAGEMENT, PLLC 225,801$11,362,30622.50%
BIP Wealth, LLC 5,453,908$274,440,70822.45%
Carmel Capital Partners, LLC 740,113$37,242,46619.19%
Cardinal Point Capital Management ULC 1,248,979$62,848,57918.92%
Sanchez Wealth Management Group 839,185$42,227,74217.10%
View complete list of WISDOMTREE TR shareholders