Private Wealth Strategies, L.L.C. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is MTGP and the CUSIP is 97717Y725. A total of 15 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Wealth Strategies, L.L.C. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$8,416,000
-3.5%
183,564
+0.8%
2.34%
+8.9%
Q1 2022$8,723,000
-5.9%
182,138
-1.2%
2.15%
+0.7%
Q4 2021$9,273,000
-0.7%
184,418
+0.1%
2.14%
-8.6%
Q3 2021$9,336,000
+2.9%
184,257
+3.3%
2.34%0.0%
Q2 2021$9,073,000
+3.3%
178,308
+3.2%
2.34%
-3.8%
Q1 2021$8,781,000
+20.1%
172,839
+21.5%
2.43%
+9.8%
Q4 2020$7,314,000
+8.0%
142,291
+8.6%
2.21%
-6.7%
Q3 2020$6,775,000
+17.3%
131,032
+16.3%
2.37%
-7.2%
Q2 2020$5,776,000
-2.3%
112,631
-4.8%
2.56%
-13.3%
Q1 2020$5,915,000118,3292.95%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 183,564$8,416,0002.34%
Stewardship Advisors, LLC 11,497$527,0000.22%
Truadvice, LLC 8,259$387,0000.20%
FLAGSHIP HARBOR ADVISORS, LLC 32,543$1,492,0000.17%
Good Life Advisors, LLC 13,634$625,0000.09%
RFG Advisory, LLC 22,917$1,068,0000.06%
Private Advisor Group, LLC 72,327$3,317,0000.03%
Professional Financial Advisors, LLC 625$29,0000.02%
Patriot Financial Group Insurance Agency, LLC 868$40,0000.01%
CoreCap Advisors, LLC 1,931$89,0000.01%
View complete list of WISDOMTREE TR shareholders