Geneos Wealth Management Inc. - WISDOMTREE TR ownership

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$21,297
-3.7%
5670.0%0.00%0.0%
Q2 2023$22,113
+0.4%
5670.0%0.00%0.0%
Q1 2023$22,034
+7.6%
5670.0%0.00%0.0%
Q4 2022$20,480
+20.5%
5670.0%0.00%0.0%
Q3 2022$17,000
-15.0%
5670.0%0.00%0.0%
Q2 2022$20,000
-9.1%
5670.0%0.00%0.0%
Q1 2022$22,000
-4.3%
5670.0%0.00%0.0%
Q4 2021$23,0000.0%5670.0%0.00%0.0%
Q3 2021$23,000
-4.2%
5670.0%0.00%0.0%
Q2 2021$24,0000.0%5670.0%0.00%0.0%
Q1 2021$24,0000.0%5670.0%0.00%0.0%
Q4 2020$24,000
+20.0%
5670.0%0.00%0.0%
Q3 2020$20,000
+5.3%
5670.0%0.00%0.0%
Q2 2020$19,000
+11.8%
5670.0%0.00%0.0%
Q1 2020$17,000
-29.2%
5670.0%0.00%0.0%
Q4 2019$24,000
+9.1%
5670.0%0.00%0.0%
Q3 2019$22,000
-4.3%
5670.0%0.00%0.0%
Q2 2019$23,000
-46.5%
567
-46.1%
0.00%
-66.7%
Q1 2019$43,000
+10.3%
1,0510.0%0.00%0.0%
Q4 2018$39,000
-11.4%
1,0510.0%0.00%0.0%
Q3 2018$44,000
+2.3%
1,0510.0%0.00%0.0%
Q2 2018$43,000
-4.4%
1,0510.0%0.00%
-25.0%
Q1 2018$45,000
-6.2%
1,051
-5.7%
0.00%0.0%
Q4 2017$48,000
-5.9%
1,115
-7.7%
0.00%
-20.0%
Q3 2017$51,000
+4.1%
1,2080.0%0.01%0.0%
Q2 2017$49,000
-24.6%
1,208
-26.7%
0.01%
-28.6%
Q1 2017$65,000
-95.1%
1,649
-95.3%
0.01%
-96.0%
Q4 2016$1,314,000
-18.5%
35,184
-15.1%
0.17%
-20.3%
Q3 2016$1,613,000
-1.5%
41,419
-4.1%
0.22%
-8.8%
Q2 2016$1,637,000
-5.7%
43,194
-5.7%
0.24%
-10.2%
Q1 2016$1,736,00045,8220.26%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
BIP Wealth, LLC 64,793$2,433,8810.22%
Truvestments Capital LLC 4,300$161,5110.08%
XML Financial, LLC 9,038$339,5030.04%
FLOW TRADERS U.S. LLC 13,430$5040.02%
OLD MISSION CAPITAL LLC 25,282$949,6910.02%
Larson Financial Group LLC 4,989$187,3950.02%
Cherry Tree Wealth Management, LLC 1,032$38,7660.01%
GHP Investment Advisors, Inc. 3,113$115,9800.01%
Spire Wealth Management 2,731$102,5870.00%
Front Row Advisors LLC 147$5,5220.00%
View complete list of WISDOMTREE TR shareholders