Core Wealth Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 379 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 2.1%.

Quarter-by-quarter ownership
Core Wealth Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,242,262
+3.1%
44,560
+3.1%
2.04%
+1.4%
Q2 2023$2,174,630
-8.3%
43,216
-8.4%
2.01%
-15.6%
Q1 2023$2,371,436
-6.3%
47,174
-6.1%
2.38%
-16.4%
Q4 2022$2,530,93650,2312.85%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Services Advisory Inc 196,825$9,906,00040.48%
3EDGE Asset Management, LP 10,357,545$521,295,00038.89%
Summit Trail Advisors, LLC 7,931,880$399,212,00024.68%
New Perspectives, Inc 401,803$20,222,73516.47%
Titan Capital Management, LLC /TX 294,775$14,836,00014.78%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 672,351$33,839,00013.89%
Cardinal Point Wealth Management Partners, LLC 560,375$28,204,00013.52%
Mason & Associates Inc 694,193$34,939,00012.27%
Inspire Investing, LLC 1,775,752$89,374,00011.86%
Knowledge Leaders Capital, LLC 241,520$12,156,00011.77%
View complete list of WISDOMTREE TR shareholders