Heirloom Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 282 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.3%.

Quarter-by-quarter ownership
Heirloom Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$216,010
-74.0%
4,297
-74.0%
0.14%
-80.1%
Q2 2022$831,000
-97.6%
16,517
-97.6%
0.68%
-97.1%
Q1 2022$34,100,000676,98223.71%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
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