HERITAGE WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 45 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$189,020
+94.9%
6,294
+92.9%
0.03%
-12.9%
Q3 2022$97,000
-99.9%
3,263
-30.9%
0.03%
-38.0%
Q2 2022$150,917,000
+80175.0%
4,723
-11.8%
0.05%
-2.0%
Q1 2022$188,000
-12.6%
5,355
-18.9%
0.05%
-32.9%
Q3 2021$215,000
-9.3%
6,606
-11.7%
0.08%
-15.6%
Q2 2021$237,0007,4780.09%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,440$12,45510.02%
Global Wealth Strategies & Associates 180,662$5,549,9242.59%
Stratos Investment Management, LLC 268,035$8,234,0601.23%
Opes Wealth Management LLC 78,326$2,406,1970.67%
KLR INVESTMENT ADVISORS, LLC 21,078$654,2610.60%
Avestar Capital, LLC 93,805$2,881,6900.41%
Atlantic Private Wealth, LLC 9,908$304,3740.31%
Private Capital Management, LLC 30,608$940,2680.11%
MACROVIEW INVESTMENT MANAGEMENT LLC 1,666$51,1820.07%
RAYMOND JAMES TRUST N.A. 71,512$2,196,8480.06%
View complete list of WISDOMTREE TR shareholders