Covestor Ltd - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 32 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Covestor Ltd ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2
-33.3%
71
-17.4%
0.00%0.0%
Q2 2023$30.0%860.0%0.00%
-33.3%
Q1 2023$3
-50.0%
86
-56.6%
0.00%
+50.0%
Q4 2022$6
-99.8%
198
+112.9%
0.00%
-33.3%
Q3 2022$3,000
-40.0%
93
-42.6%
0.00%
-25.0%
Q2 2022$5,000
+25.0%
162
+60.4%
0.00%
+33.3%
Q1 2022$4,0000.0%101
-7.3%
0.00%
-50.0%
Q4 2021$4,0001090.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,440$12,45510.02%
Global Wealth Strategies & Associates 180,662$5,549,9242.59%
Stratos Investment Management, LLC 268,035$8,234,0601.23%
Opes Wealth Management LLC 78,326$2,406,1970.67%
KLR INVESTMENT ADVISORS, LLC 21,078$654,2610.60%
Avestar Capital, LLC 93,805$2,881,6900.41%
Atlantic Private Wealth, LLC 9,908$304,3740.31%
Private Capital Management, LLC 30,608$940,2680.11%
MACROVIEW INVESTMENT MANAGEMENT LLC 1,666$51,1820.07%
RAYMOND JAMES TRUST N.A. 71,512$2,196,8480.06%
View complete list of WISDOMTREE TR shareholders