Legend Financial Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 427 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.8%.

Quarter-by-quarter ownership
Legend Financial Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,9690.0%590.0%0.00%
+50.0%
Q2 2023$2,969
+0.1%
590.0%0.00%0.0%
Q1 2023$2,966
-98.3%
59
-98.3%
0.00%
-98.7%
Q4 2022$175,191
-99.9%
3,4850.0%0.15%
-7.3%
Q3 2022$175,226,0003,4850.16%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
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