Opes Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 34 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,406,197
+23.8%
78,326
+30.6%
0.67%
+21.1%
Q2 2023$1,943,757
+19.0%
59,985
+14.0%
0.55%
+4.8%
Q1 2023$1,632,862
+10.6%
52,605
+7.1%
0.53%
-1.9%
Q4 2022$1,475,715
-3.6%
49,138
-4.3%
0.54%
-12.4%
Q3 2022$1,531,000
-6.0%
51,324
+0.6%
0.61%
-6.1%
Q2 2022$1,629,000
-10.8%
50,994
-1.9%
0.65%
+9.8%
Q1 2022$1,826,000
+0.3%
51,996
-1.4%
0.59%
+4.9%
Q4 2021$1,821,000
+9.4%
52,755
+3.2%
0.57%
-3.9%
Q3 2021$1,665,000
+6.7%
51,128
+4.0%
0.59%
+1.9%
Q2 2021$1,561,000
+13.9%
49,161
+8.3%
0.58%
+8.0%
Q1 2021$1,371,000
+15.9%
45,397
-98.9%
0.54%
-6.1%
Q4 2020$1,183,000
+15.3%
4,170,743
+8.8%
0.57%
+16.3%
Q3 2020$1,026,000
+20.1%
3,832,672
+12.4%
0.49%
+12.6%
Q2 2020$854,000
+4.8%
3,410,672
-5.8%
0.44%
-29.2%
Q1 2020$815,000
-76.4%
3,620,638
-70.1%
0.61%
-71.0%
Q4 2019$3,451,000
+25.5%
12,117,738
+21.8%
2.12%
+16.6%
Q3 2019$2,749,000
-25.7%
9,948,800
+7311.4%
1.81%
-28.2%
Q2 2019$3,698,000
+46.7%
134,236
+43.4%
2.53%
+37.2%
Q1 2019$2,520,00093,5851.84%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,440$12,45510.02%
Global Wealth Strategies & Associates 180,662$5,549,9242.59%
Stratos Investment Management, LLC 268,035$8,234,0601.23%
Opes Wealth Management LLC 78,326$2,406,1970.67%
KLR INVESTMENT ADVISORS, LLC 21,078$654,2610.60%
Avestar Capital, LLC 93,805$2,881,6900.41%
Atlantic Private Wealth, LLC 9,908$304,3740.31%
Private Capital Management, LLC 30,608$940,2680.11%
MACROVIEW INVESTMENT MANAGEMENT LLC 1,666$51,1820.07%
RAYMOND JAMES TRUST N.A. 71,512$2,196,8480.06%
View complete list of WISDOMTREE TR shareholders