Continuum Advisory, 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
Continuum Advisory, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$469,2840.0%9,3260.0%0.08%0.0%
Q2 2023$469,284
-10.9%
9,326
-11.0%
0.08%
-15.7%
Q1 2023$526,578
-62.6%
10,475
-62.6%
0.09%
-65.0%
Q4 2022$1,409,420
-2.7%
28,037
-2.7%
0.25%
-0.8%
Q3 2022$1,449,000
-12.8%
28,814
-12.8%
0.26%
-15.2%
Q2 2022$1,662,000
+250.6%
33,026
+250.7%
0.30%
+235.6%
Q1 2022$474,0009,4160.09%
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