Centerpoint Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y543. A total of 80 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is 2.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
Centerpoint Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$120.0%5750.0%0.00%0.0%
Q1 2024$120.0%5750.0%0.00%
-20.0%
Q4 2023$12
+20.0%
5750.0%0.01%
+25.0%
Q3 2023$105750.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Masso Torrence Wealth Management Inc. 72,073$1,505,7590.84%
Hennion & Walsh Asset Management, Inc. 740,164$15,463,5060.79%
Householder Group Estate & Retirement Specialist, LLC 61,865$1,2920.36%
Stratos Wealth Partners, LTD. 857,546$17,915,8530.29%
Fox Hill Wealth Management 17,212$359,5930.22%
Provident Wealth Management, LLC 23,300$486,7840.18%
Advisory Services Network, LLC 336,657$7,033,4330.14%
SWEENEY & MICHEL, LLC 15,590$335,3400.14%
AdvisorNet Financial, Inc 71,937$1,502,9080.14%
Acorn Wealth Advisors, LLC 13,124$274,1890.14%
View complete list of WISDOMTREE TR shareholders