Herold Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 341 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.

Quarter-by-quarter ownership
Herold Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,693,949
+41.9%
33,664
+41.9%
0.52%
+40.7%
Q2 2023$1,194,076
+244.7%
23,730
+244.4%
0.37%
+205.0%
Q1 2023$346,412
+26.9%
6,891
+26.9%
0.12%
+3.4%
Q4 2022$272,9665,4300.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Leibman Financial Services, Inc. 143,520$7,210,4236.00%
Global Wealth Strategies & Associates 118,967$5,976,9022.49%
WealthPlan Investment Management, LLC 60,184$3,023,6440.48%
VERITY Wealth Advisors 9,136$459,0140.40%
Harbour Capital Advisors, LLC 18,720$940,8670.26%
CGN Advisors LLC 34,508$1,733,6810.24%
Vigilare Wealth Management 5,000$251,2000.13%
Apella Capital, LLC 28,357$1,426,0740.08%
First Financial Bank - Trust Division 9,626$483,6040.05%
BALDWIN BROTHERS LLC/MA 5,015$251,9540.02%
View complete list of WISDOMTREE TR shareholders