BOSTON FINANCIAL MANGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 94 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q3 2023
NameSharesValueWeighting ↓
One Capital Management, LLC 1,420,875$51,847,0002.74%
Cornerstone Wealth Management, LLC 423,680$15,460,0001.50%
CGN Advisors LLC 156,987$5,728,0001.43%
STRINGER ASSET MANAGEMENT, LLC 21,267$776,0001.33%
Empirical Asset Management, LLC 29,287$1,069,0001.02%
Mendel Money Management 18,098$660,0000.32%
Sharkey, Howes & Javer 30,056$1,097,0000.25%
Astoria Portfolio Advisors LLC. 7,391$270,0000.21%
OLD MISSION CAPITAL LLC 191,868$7,001,0000.20%
Lansing Street Advisors 8,315$301,0000.19%
View complete list of WISDOMTREE TR shareholders