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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BlackDiamond Wealth Management, LLC | 210,463 | $10,590,492 | 9.57% |
| ADIRONDACK RETIREMENT SPECIALISTS, INC. | 241,808 | $12,167,779 | 9.46% |
| Capital Planning Advisors, LLC | 877,630 | $44,162,342 | 9.22% |
| ATTICUS WEALTH MANAGEMENT, LLC | 436,896 | $21,984,625 | 8.42% |
| Total Clarity Wealth Management, Inc. | 342,205 | $17,219,734 | 8.29% |
| CERTUITY, LLC | 1,355,454 | $68,206,422 | 8.03% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 2,063,625 | $103,841,610 | 7.74% |
| Parisi Gray Wealth Management | 334,868 | $16,850,539 | 7.65% |
| Knowledge Leaders Capital, LLC | 102,788 | $5,172,292 | 7.62% |
| REGIMEN WEALTH, LLC | 365,850 | $18,409,582 | 7.56% |
| ANDERSON HOAGLAND & CO | 1,086,941 | $54,694,871 | 7.31% |
| PALO ALTO WEALTH ADVISORS, LLC | 169,710 | $8,539,807 | 7.13% |
| Yoder Wealth Management, Inc. | 163,378 | $8,221,177 | 6.78% |
| WT Wealth Management | 313,344 | $15,767,487 | 6.76% |
| Inspire Advisors, LLC | 728,636 | $36,664,950 | 6.47% |
| Richard Bernstein Advisors LLC | 5,586,559 | $281,115,613 | 6.27% |
| GSB Wealth Management, LLC | 354,827 | $17,854,909 | 5.98% |
| WIN ADVISORS, INC | 223,397 | $11,241,351 | 5.51% |
| Lauer Wealth, LLC | 96,562 | $4,869,642 | 5.26% |
| FIRST NATIONAL CORP /MA/ /ADV | 374,797 | $18,859,788 | 5.06% |
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.