Legacy Wealth Asset Management, 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
Legacy Wealth Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,358,660
+300.9%
27,000
+300.9%
0.50%
+322.9%
Q2 2023$338,905
-11.2%
6,735
-11.3%
0.12%
-14.5%
Q1 2023$381,801
+2.9%
7,595
+2.9%
0.14%
-2.1%
Q4 2022$371,0437,3810.14%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 20,509,745$1,032,050,38237.96%
MOULTON WEALTH MANAGEMENT, INC 392,611$19,783,43029.13%
Lunt Capital Management, Inc. 1,034,991$52,080,74727.46%
STAPP WEALTH MANAGEMENT, PLLC 275,779$13,877,19926.72%
Cardinal Point Capital Management ULC 1,801,268$90,639,78323.71%
BIP Wealth, LLC 4,477,215$225,293,47720.71%
Titan Capital Management, LLC /TX 294,665$14,827,54319.97%
Sanchez Wealth Management Group 964,487$48,532,98619.58%
Mason & Associates Inc 1,193,262$60,044,93819.22%
Carmel Capital Partners, LLC 799,364$40,224,00318.05%
View complete list of WISDOMTREE TR shareholders