BOSTON FINANCIAL MANGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 66 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BOSTON FINANCIAL MANGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,532,558
+12.5%
79,093
+20.9%
0.10%
+17.3%
Q2 2023$2,251,860
+20.5%
65,442
+18.6%
0.08%
+11.0%
Q1 2023$1,869,083
+60.6%
55,184
+45.2%
0.07%
+55.3%
Q4 2022$1,163,73138,0180.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Coulter & Justus Financial Services, LLC 171,581$5,252,0903.57%
SPC Financial, Inc. 912,911$27,944,2173.30%
One Capital Management, LLC 1,844,427$56,457,9103.01%
CGN Advisors LLC 548,534$16,790,6142.96%
JOURNEY STRATEGIC WEALTH LLC 378,089$11,573,2921.36%
Kathmere Capital Management, LLC 300,246$9,612,2180.82%
Revolve Wealth Partners, LLC 69,591$2,130,1920.61%
Empirical Asset Management, LLC 18,517$566,7970.60%
KLR INVESTMENT ADVISORS, LLC 10,558$323,1900.27%
Mendel Money Management 14,153$433,2230.25%
View complete list of WISDOMTREE TR shareholders