OLIVER LAGORE VANVALIN INVESTMENT GROUP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 476 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
OLIVER LAGORE VANVALIN INVESTMENT GROUP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$26,577
-61.7%
529
-61.6%
0.01%
-63.0%
Q3 2023$69,391
-63.0%
1,379
-63.0%
0.03%
-60.9%
Q2 2023$187,4923,7260.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Kiely Wealth Advisory Group, Inc. 1,660,840$83,606,67346.07%
STAPP WEALTH MANAGEMENT, PLLC 319,414$16,069,71827.85%
Summit Trail Advisors, LLC 20,290,437$1,020,811,90026.83%
MOULTON WEALTH MANAGEMENT, INC 472,077$23,787,96021.56%
Stonekeep Investments, LLC 526,254$26,475,83921.47%
BIP Wealth, LLC 5,178,972$260,554,16921.34%
Lauer Wealth, LLC 503,780$25,390,51120.01%
Titan Manages, LLC 246,142$12,383,40419.45%
Cassia Capital Partners, LLC 555,011$27,922,62418.41%
Lunt Capital Management, Inc. 716,577$36,050,98917.77%
View complete list of WISDOMTREE TR shareholders