VALLEY FINANCIAL MANAGEMENT, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUDG and the CUSIP is 97717X610. A total of 38 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
VALLEY FINANCIAL MANAGEMENT, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$13,271,532
+7.9%
433,662
+6.3%
6.87%
-9.7%
Q1 2023$12,304,723
+0.2%
408,037
-9.4%
7.61%
+11.3%
Q4 2022$12,280,880450,2356.83%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Old Port Advisors 57,529$1,961,0000.66%
Argent Advisors, Inc. 22,444$773,0000.42%
Cedar Wealth Management, LLC 27,281$939,0000.38%
Colorado Capital Management, Inc. 11,818$408,0000.27%
Southland Equity Partners LLC 8,125$279,6650.12%
CAPITAL MANAGEMENT CORP /VA 10,500$361,0000.08%
HEADINVEST, LLC 11,800$406,0000.07%
OLD MISSION CAPITAL LLC 39,440$1,358,0000.06%
Gladstone Institutional Advisory LLC 17,393$5990.05%
Virtue Capital Management, LLC 8,498$293,0000.04%
View complete list of WISDOMTREE TR shareholders