HB Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PUTW and the CUSIP is 97717X560. A total of 33 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
HB Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$507,892
-8.2%
15,224
-8.4%
0.01%
-14.3%
Q1 2024$553,350
-5.5%
16,617
-10.1%
0.01%
-12.5%
Q4 2023$585,683
+3.5%
18,475
+0.2%
0.01%
-11.1%
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 Q2 2023
NameSharesValueWeighting ↓
Crabel Capital Management, LLC 405,440$12,955,0006.80%
Stratos Investment Management, LLC 178,557$5,706,0001.08%
Opes Wealth Management LLC 50,994$1,629,0000.65%
Atlantic Private Wealth, LLC 9,908$317,0000.33%
CENTRAL TRUST Co 275,566$8,806,0000.29%
RHS Financial, LLC 9,303$297,0000.24%
Truadvice, LLC 10,020$332,0000.18%
MACROVIEW INVESTMENT MANAGEMENT LLC 2,364$76,0000.12%
RAYMOND JAMES TRUST N.A. 63,791$2,038,0000.07%
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 24,822$793,0000.07%
View complete list of WISDOMTREE TR shareholders