Etesian Wealth Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is and the CUSIP is 97717Y527. A total of 341 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 2.5%.

Quarter-by-quarter ownership
Etesian Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,915,046
-14.1%
77,803
-14.1%
2.64%
-11.4%
Q2 2023$4,557,565
-45.0%
90,572
-45.0%
2.98%
-46.1%
Q1 2023$8,285,802
+316.0%
164,826
+316.0%
5.52%
+280.1%
Q4 2022$1,991,94339,6251.45%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
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