Vishria Bird Financial Group, LLC - WISDOMTREE TR ownership

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WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 282 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.3%.

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Quarter-by-quarter ownership
Vishria Bird Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,253
+0.8%
44,778
+0.8%
1.28%
-3.9%
Q2 2023$2,235
-0.4%
44,418
-0.5%
1.33%
-7.4%
Q1 2023$2,243
-0.5%
44,622
-0.5%
1.44%
-8.7%
Q4 2022$2,254
-99.9%
44,840
-3.2%
1.57%
+0.3%
Q3 2022$2,328,000–46,299–1.57%–
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Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Leibman Financial Services, Inc. 143,520$7,210,4236.00%
Global Wealth Strategies & Associates 118,967$5,976,9022.49%
WealthPlan Investment Management, LLC 60,184$3,023,6440.48%
VERITY Wealth Advisors 9,136$459,0140.40%
Harbour Capital Advisors, LLC 18,720$940,8670.26%
CGN Advisors LLC 34,508$1,733,6810.24%
Vigilare Wealth Management 5,000$251,2000.13%
Apella Capital, LLC 28,357$1,426,0740.08%
First Financial Bank - Trust Division 9,626$483,6040.05%
BALDWIN BROTHERS LLC/MA 5,015$251,9540.02%
View complete list of WISDOMTREE TR shareholders