BOSTON FINANCIAL MANGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 82 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BOSTON FINANCIAL MANGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,894,246
-3.0%
45,988
-0.0%
0.07%0.0%
Q2 2023$1,952,205
+2.9%
46,010
+0.8%
0.07%
-4.1%
Q1 2023$1,896,756
+9.2%
45,628
+5.6%
0.07%
+5.7%
Q4 2022$1,737,27343,2050.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 475,635$17,085,0004.99%
Joseph Group Capital Management 30,799$1,107,0001.21%
Venturi Wealth Management, LLC 241,547$8,683,0000.83%
Collaborative Wealth Managment Inc. 20,468$736,0000.52%
Linscomb Wealth, Inc. 196,108$7,050,0000.43%
CERTUITY, LLC 50,422$1,813,0000.42%
LVM CAPITAL MANAGEMENT LTD/MI 64,426$2,316,0000.35%
XML Financial, LLC 58,891$2,117,0000.29%
Truadvice, LLC 10,937$448,0000.25%
My Legacy Advisors, LLC 12,073$450,0000.23%
View complete list of WISDOMTREE TR shareholders