Laurel Wealth Planning LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 379 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 ↓
Summit Trail Advisors, LLC 19,575,035$985,015,76937.17%
MOULTON WEALTH MANAGEMENT, INC 371,735$18,705,69233.10%
SYKON CAPITAL LLC 778,869$39,192,68827.04%
Lunt Capital Management, Inc. 986,442$49,637,76126.79%
Mason & Associates Inc 1,549,739$77,982,84623.01%
STAPP WEALTH MANAGEMENT, PLLC 225,801$11,362,30622.50%
BIP Wealth, LLC 5,453,908$274,440,70822.45%
Carmel Capital Partners, LLC 740,113$37,242,46619.19%
Cardinal Point Capital Management ULC 1,248,979$62,848,57918.92%
Sanchez Wealth Management Group 839,185$42,227,74217.10%
View complete list of WISDOMTREE TR shareholders