Etesian Wealth Advisors, Inc. - 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
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 Q1 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