WISDOMTREE TR's ticker is WCBR and the CUSIP is 97717Y659. A total of 27 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504,894 | -4.4% | 73,661 | -9.3% | 0.15% | -22.2% |
| Q2 2023 | $1,573,638 | +4.0% | 81,241 | -1.3% | 0.20% | -21.4% |
| Q1 2023 | $1,513,808 | +22.4% | 82,272 | +1.3% | 0.25% | +11.5% |
| Q4 2022 | $1,236,792 | -6.9% | 81,232 | +3.5% | 0.23% | -30.5% |
| Q3 2022 | $1,329,000 | -3.0% | 78,465 | +1.8% | 0.32% | +8.0% |
| Q2 2022 | $1,370,000 | – | 77,070 | – | 0.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Procyon Advisors, LLC | 81,232 | $1,236,792 | 0.23% |
| Claro Advisors LLC | 18,745 | $285,398 | 0.09% |
| CIC Wealth, LLC | 10,890 | $165,805 | 0.07% |
| Insight Advisors, LLC/ PA | 11,133 | $167,941 | 0.06% |
| FLOW TRADERS U.S. LLC | 35,382 | $539 | 0.03% |
| Rise Advisors, LLC | 1,601 | $24,383 | 0.02% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10,000 | $152,254 | 0.02% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 10,058 | $153,130 | 0.01% |
| High Net Worth Advisory Group LLC | 1,000 | $15,225 | 0.01% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 5,926 | $90 | 0.00% |