REGIMEN WEALTH, LLC - WISDOMTREE TR ownership

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
REGIMEN WEALTH, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,409,582
+12.6%
365,850
+12.6%
7.56%
+11.5%
Q2 2023$16,354,568
+2.4%
325,011
+6.8%
6.78%
-1.9%
Q1 2023$15,969,214
+1.5%
304,280
-2.8%
6.91%
-34.4%
Q4 2022$15,735,000313,01610.54%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Summit Trail Advisors, LLC 20,509,745$1,032,050,38237.96%
MOULTON WEALTH MANAGEMENT, INC 392,611$19,783,43029.13%
Lunt Capital Management, Inc. 1,034,991$52,080,74727.46%
STAPP WEALTH MANAGEMENT, PLLC 275,779$13,877,19926.72%
Cardinal Point Capital Management ULC 1,801,268$90,639,78323.71%
BIP Wealth, LLC 4,477,215$225,293,47720.71%
Titan Capital Management, LLC /TX 294,665$14,827,54319.97%
Sanchez Wealth Management Group 964,487$48,532,98619.58%
Mason & Associates Inc 1,193,262$60,044,93819.22%
Carmel Capital Partners, LLC 799,364$40,224,00318.05%
View complete list of WISDOMTREE TR shareholders