Leo Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 489 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.5%.

Quarter-by-quarter ownership
Leo Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$16,395,815
+6.1%
325,879
+6.0%
1.67%
+5.8%
Q1 2024$15,457,198
-5.9%
307,343
-6.0%
1.58%
-7.1%
Q4 2023$16,429,196326,8971.70%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Kiely Wealth Advisory Group, Inc. 1,630,973$81,910,41347.37%
Summit Trail Advisors, LLC 20,502,859$1,030,063,63034.08%
STAPP WEALTH MANAGEMENT, PLLC 323,127$16,233,90027.26%
MOULTON WEALTH MANAGEMENT, INC 403,186$20,282,27726.05%
Lunt Capital Management, Inc. 950,841$47,770,25224.73%
BIP Wealth, LLC 5,696,462$286,190,33322.52%
Titan Manages, LLC 284,214$14,278,91119.89%
Cardinal Point Capital Management ULC 1,466,280$73,665,88717.82%
Mason & Associates Inc 1,080,244$54,271,47415.95%
Team Financial Group, LLC 410,611$20,629,07614.80%
View complete list of WISDOMTREE TR shareholders