SENTINEL PENSION ADVISORS INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 261 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
SENTINEL PENSION ADVISORS INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$798,655
+6.3%
15,872
+6.3%
0.20%
+7.1%
Q2 2023$751,022
+7.7%
14,925
+7.7%
0.18%
+2.8%
Q1 2023$697,597
-6.5%
13,863
-6.6%
0.18%
-24.4%
Q4 2022$745,866
-37.7%
14,837
-37.7%
0.23%
-43.9%
Q3 2022$1,197,000
+4.0%
23,816
+4.2%
0.42%
+7.8%
Q2 2022$1,151,00022,8640.39%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 20,509,745$1,032,050,38237.96%
MOULTON WEALTH MANAGEMENT, INC 392,611$19,783,43029.13%
Lunt Capital Management, Inc. 1,034,991$52,080,74727.46%
STAPP WEALTH MANAGEMENT, PLLC 275,779$13,877,19926.72%
Cardinal Point Capital Management ULC 1,801,268$90,639,78323.71%
BIP Wealth, LLC 4,477,215$225,293,47720.71%
Titan Capital Management, LLC /TX 294,665$14,827,54319.97%
Sanchez Wealth Management Group 964,487$48,532,98619.58%
Mason & Associates Inc 1,193,262$60,044,93819.22%
Carmel Capital Partners, LLC 799,364$40,224,00318.05%
View complete list of WISDOMTREE TR shareholders