Core Wealth Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 427 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 1.8%.

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 Q2 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