WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 341 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,855 | -17.6% | 4,389 | -17.6% | 0.27% | +0.4% |
| Q2 2023 | $268,081 | -1.7% | 5,328 | -1.8% | 0.27% | -1.4% |
| Q1 2023 | $272,771 | -20.8% | 5,426 | -20.8% | 0.28% | +3.8% |
| Q4 2022 | $344,596 | -26.5% | 6,854 | -26.5% | 0.27% | -28.5% |
| Q3 2022 | $469,000 | -22.2% | 9,328 | -22.2% | 0.37% | -17.7% |
| Q2 2022 | $603,000 | -27.3% | 11,983 | -27.4% | 0.45% | -17.1% |
| Q1 2022 | $830,000 | – | 16,508 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leibman Financial Services, Inc. | 143,520 | $7,210,423 | 6.00% |
| Global Wealth Strategies & Associates | 118,967 | $5,976,902 | 2.49% |
| WealthPlan Investment Management, LLC | 60,184 | $3,023,644 | 0.48% |
| VERITY Wealth Advisors | 9,136 | $459,014 | 0.40% |
| Harbour Capital Advisors, LLC | 18,720 | $940,867 | 0.26% |
| CGN Advisors LLC | 34,508 | $1,733,681 | 0.24% |
| Vigilare Wealth Management | 5,000 | $251,200 | 0.13% |
| Apella Capital, LLC | 28,357 | $1,426,074 | 0.08% |
| First Financial Bank - Trust Division | 9,626 | $483,604 | 0.05% |
| BALDWIN BROTHERS LLC/MA | 5,015 | $251,954 | 0.02% |