Core Wealth Partners 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
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 Q3 2023
NameSharesValueWeighting ↓
Price Capital Management, Inc. 225,000$11,315,250100.00%
Summit Trail Advisors, LLC 21,645,525$1,088,120,55043.83%
MOULTON WEALTH MANAGEMENT, INC 287,684$14,482,01231.86%
Mason & Associates Inc 1,509,023$75,858,58623.20%
Freestone Capital Holdings, LLC 8,995,657$452,211,67520.03%
WEST CHESTER CAPITAL ADVISORS, INC 163,247$8,206,42618.86%
Retireful, LLC 1,065,388$53,557,05417.22%
Cardinal Point Capital Management ULC 1,091,393$54,864,43316.67%
Sanchez Wealth Management Group 750,797$37,742,57716.62%
Total Clarity Wealth Management, Inc. 601,671$30,246,02116.42%
View complete list of WISDOMTREE TR shareholders