Ethos Financial Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 10 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Ethos Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,273,806
+242.2%
142,471
+236.9%
1.88%
+162.0%
Q2 2023$2,125,7170.0%42,2860.0%0.72%
+8.5%
Q1 2023$2,125,717
+806.6%
42,286
+806.6%
0.66%
+738.0%
Q4 2022$234,4594,6640.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Leibman Financial Services, Inc. 143,520$7,210,4236.00%
Global Wealth Strategies & Associates 118,967$5,976,9022.49%
WealthPlan Investment Management, LLC 60,184$3,023,6440.48%
VERITY Wealth Advisors 9,136$459,0140.40%
Harbour Capital Advisors, LLC 18,720$940,8670.26%
CGN Advisors LLC 34,508$1,733,6810.24%
Vigilare Wealth Management 5,000$251,2000.13%
Apella Capital, LLC 28,357$1,426,0740.08%
First Financial Bank - Trust Division 9,626$483,6040.05%
BALDWIN BROTHERS LLC/MA 5,015$251,9540.02%
View complete list of WISDOMTREE TR shareholders