Geneos Wealth Management Inc. - WISDOMTREE TR ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$190,126
+7.6%
6,620
+100.0%
0.01%
+11.1%
Q2 2023$176,688
+9.9%
3,3100.0%0.01%
-10.0%
Q1 2023$160,800
+9.7%
3,3100.0%0.01%
+11.1%
Q4 2022$146,534
+0.4%
3,3100.0%0.01%
-10.0%
Q3 2022$146,000
+2.8%
3,3100.0%0.01%
+42.9%
Q2 2022$142,000
+2.2%
3,3100.0%0.01%
+16.7%
Q1 2022$139,000
-2.8%
3,3100.0%0.01%
+20.0%
Q4 2021$143,000
-4.0%
3,3100.0%0.01%
-16.7%
Q3 2021$149,000
+3.5%
3,3100.0%0.01%0.0%
Q2 2021$144,000
+0.7%
3,3100.0%0.01%
+50.0%
Q1 2021$143,000
-5.9%
3,3100.0%0.00%
-33.3%
Q4 2020$152,000
+17.8%
3,3100.0%0.01%
-14.3%
Q3 2020$129,000
+5.7%
3,3100.0%0.01%0.0%
Q2 2020$122,000
-22.8%
3,310
-28.5%
0.01%
-36.4%
Q1 2020$158,000
-67.4%
4,630
-58.8%
0.01%
-57.7%
Q4 2019$485,000
+10.7%
11,2300.0%0.03%0.0%
Q3 2019$438,000
-60.0%
11,230
-61.5%
0.03%
-61.8%
Q2 2019$1,095,00029,1420.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Hillview Capital Advisors, LLC 16,086$502,0006.54%
Bellecapital International Ltd. 41,375$1,290,0001.72%
NOTTINGHAM ADVISORS, INC. 233,747$7,951,0001.48%
HAMEL ASSOCIATES, INC. 6,950$217,0000.12%
JANE STREET GROUP, LLC 263,161$8,208,0000.05%
Stanford Investment Group, Inc. 2,390$75,0000.04%
OLD MISSION CAPITAL LLC 8,822$275,0000.03%
OPPENHEIMER & CO INC 26,451$825,0000.02%
Balentine LLC 1,698$53,0000.01%
Harel Insurance Investments & Financial Services Ltd. 3,160$99,0000.01%
View complete list of WISDOMTREE TR shareholders