Trek Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is CEW and the CUSIP is 97717W133. A total of 13 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$264,344
-66.6%
14,994
-66.1%
0.02%
-75.5%
Q1 2021$791,00044,2100.09%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Live Your Vision, LLC 345,344$6,921,0004.14%
INTEGRATED WEALTH COUNSEL, LLC 285,680$5,728,0004.12%
New Harbor Financial Group, LLC 62,389$1,251,0001.87%
Wharton Business Group, LLC 843,395$16,910,0001.48%
Mosaic Financial Partners, Inc. 86,298$1,730,0001.35%
IndexIQ Advisors LLC 424,269$8,507,0001.07%
Courage Miller Partners, LLC 44,012$882,0000.80%
MOTCO 291,755$5,850,0000.74%
3D ASSET MANAGEMENT, INC 110,186$2,209,0000.74%
Partnervest Advisory Services LLC 74,346$1,491,0000.68%
View complete list of WISDOMTREE TR shareholders