Interchange Capital Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 466 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.

Quarter-by-quarter ownership
Interchange Capital Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$355,680
+42.5%
7,068
+42.4%
0.27%
+100.7%
Q1 2023$249,536
+13.4%
4,964
+13.4%
0.14%
-39.7%
Q4 2022$220,010
-0.9%
4,377
-1.1%
0.22%
-1.8%
Q1 2022$222,0004,4270.23%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Services Advisory Inc 196,825$9,906,00040.48%
3EDGE Asset Management, LP 10,357,545$521,295,00038.89%
Summit Trail Advisors, LLC 7,931,880$399,212,00024.68%
New Perspectives, Inc 401,803$20,222,73516.47%
Titan Capital Management, LLC /TX 294,775$14,836,00014.78%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 672,351$33,839,00013.89%
Cardinal Point Wealth Management Partners, LLC 560,375$28,204,00013.52%
Mason & Associates Inc 694,193$34,939,00012.27%
Inspire Investing, LLC 1,775,752$89,374,00011.86%
Knowledge Leaders Capital, LLC 241,520$12,156,00011.77%
View complete list of WISDOMTREE TR shareholders