HB Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 44 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$566,137
-46.6%
18,429
-43.7%
0.01%
-47.1%
Q2 2023$1,060,268
-37.8%
32,720
-40.5%
0.02%
-43.3%
Q1 2023$1,705,925
-37.4%
54,959
-39.4%
0.03%
-40.0%
Q4 2022$2,724,210
+40.1%
90,711
+39.1%
0.05%
+22.0%
Q3 2022$1,944,000
+32.7%
65,191
+42.2%
0.04%
+36.7%
Q2 2022$1,465,000
-8.9%
45,8370.0%0.03%0.0%
Q1 2022$1,609,000
+1.7%
45,8370.0%0.03%
-6.2%
Q4 2021$1,582,00045,8370.03%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Blue Sky Asset Management, LLC 150,837$4,275,0002.56%
Financial Enhancement Group LLC 56,547$1,603,0000.73%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 10,076$286,0000.16%
Orgel Wealth Management, LLC 7,480$212,0000.09%
Frontier Wealth Management LLC 21,005$595,0000.09%
KINGS POINT CAPITAL MANAGEMENT 4,320$122,0000.03%
LPL Financial LLC 62,351$1,761,0000.01%
Janney Montgomery Scott LLC 32,208$913,0000.01%
JANE STREET GROUP, LLC 73,443$2,081,0000.01%
Cambridge Investment Research Advisors, Inc. 15,677$444,0000.01%
View complete list of WISDOMTREE TR shareholders