Laurel Wealth Planning LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 386 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$1,056
-89.4%
21
-89.5%
0.00%
-85.7%
Q3 2022$10,000
-99.9%
200
-99.9%
0.01%
-99.9%
Q2 2022$8,098,000
+2.3%
160,906
+2.2%
5.70%
+6.6%
Q1 2022$7,917,000157,4505.34%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Price Capital Management, Inc. 225,000$11,315,250100.00%
Summit Trail Advisors, LLC 21,645,525$1,088,120,55043.83%
MOULTON WEALTH MANAGEMENT, INC 287,684$14,482,01231.86%
Mason & Associates Inc 1,509,023$75,858,58623.20%
Freestone Capital Holdings, LLC 8,995,657$452,211,67520.03%
WEST CHESTER CAPITAL ADVISORS, INC 163,247$8,206,42618.86%
Retireful, LLC 1,065,388$53,557,05417.22%
Cardinal Point Capital Management ULC 1,091,393$54,864,43316.67%
Sanchez Wealth Management Group 750,797$37,742,57716.62%
Total Clarity Wealth Management, Inc. 601,671$30,246,02116.42%
View complete list of WISDOMTREE TR shareholders