Atlantic Private Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 41 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atlantic Private Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$304,374
-5.2%
9,9080.0%0.31%
-5.8%
Q2 2023$321,057
+4.4%
9,9080.0%0.33%
+0.9%
Q1 2023$307,544
+3.4%
9,9080.0%0.32%
+0.9%
Q4 2022$297,554
+0.9%
9,9080.0%0.32%
-3.3%
Q3 2022$295,000
-6.9%
9,9080.0%0.33%
+1.5%
Q2 2022$317,000
-8.9%
9,9080.0%0.33%
-0.9%
Q1 2022$348,000
-89.8%
9,9080.0%0.33%
-89.0%
Q4 2021$3,412,0009,9083.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 9,908$3,412,0003.00%
Crabel Capital Management, LLC 405,440$13,992,0002.51%
Stratos Investment Management, LLC 143,068$4,937,0000.78%
Opes Wealth Management LLC 52,755$1,821,0000.57%
Truadvice, LLC 11,507$392,0000.37%
RHS Financial, LLC 15,141$523,0000.36%
MACROVIEW INVESTMENT MANAGEMENT LLC 3,995$138,0000.18%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16,047$554,0000.15%
CARY STREET PARTNERS ASSET MANAGEMENT LLC 10,617$366,0000.08%
Klingman & Associates, LLC 14,685$507,0000.04%
View complete list of WISDOMTREE TR shareholders