WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 466 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,591,831 | +0.9% | 31,634 | +0.9% | 1.14% | +3.1% |
Q2 2023 | $1,578,270 | -2.2% | 31,365 | -2.3% | 1.10% | -11.8% |
Q1 2023 | $1,613,309 | -87.3% | 32,093 | -87.3% | 1.25% | -84.4% |
Q4 2022 | $12,710,586 | +6.2% | 252,846 | +6.2% | 8.00% | +10.1% |
Q3 2022 | $11,969,000 | +41.7% | 238,050 | +41.8% | 7.26% | +47.8% |
Q2 2022 | $8,447,000 | – | 167,842 | – | 4.92% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Leibman Financial Services, Inc. | 143,520 | $7,210,423 | 6.00% |
Global Wealth Strategies & Associates | 118,967 | $5,976,902 | 2.49% |
WealthPlan Investment Management, LLC | 60,184 | $3,023,644 | 0.48% |
VERITY Wealth Advisors | 9,136 | $459,014 | 0.40% |
Harbour Capital Advisors, LLC | 18,720 | $940,867 | 0.26% |
CGN Advisors LLC | 34,508 | $1,733,681 | 0.24% |
Vigilare Wealth Management | 5,000 | $251,200 | 0.13% |
Apella Capital, LLC | 28,357 | $1,426,074 | 0.08% |
First Financial Bank - Trust Division | 9,626 | $483,604 | 0.05% |
BALDWIN BROTHERS LLC/MA | 5,015 | $251,954 | 0.02% |