North Star Investment Management Corp. - WISDOMTREE TR ownership

Quarter-by-quarter ownership
North Star Investment Management Corp. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$45,716
-6.6%
1,6000.0%0.00%0.0%
Q2 2023$48,965
+1.5%
1,6000.0%0.00%0.0%
Q1 2023$48,249
+10.6%
1,6000.0%0.00%0.0%
Q4 2022$43,643
+18.0%
1,6000.0%0.00%0.0%
Q3 2022$37,000
-11.9%
1,6000.0%0.00%0.0%
Q2 2022$42,000
-16.0%
1,6000.0%0.00%0.0%
Q1 2022$50,000
-34.2%
1,600
-27.3%
0.00%
-20.0%
Q4 2021$76,000
+7.0%
2,2000.0%0.01%
-16.7%
Q3 2021$71,000
-4.1%
2,2000.0%0.01%0.0%
Q2 2021$74,000
+7.2%
2,2000.0%0.01%
-14.3%
Q1 2021$69,000
+3.0%
2,2000.0%0.01%0.0%
Q4 2020$67,000
+9.8%
2,2000.0%0.01%0.0%
Q3 2020$61,000
+7.0%
2,2000.0%0.01%0.0%
Q2 2020$57,000
+18.8%
2,2000.0%0.01%0.0%
Q1 2020$48,000
-38.5%
2,200
-21.4%
0.01%
-12.5%
Q4 2019$78,000
+11.4%
2,8000.0%0.01%0.0%
Q3 2019$70,000
-6.7%
2,800
-6.7%
0.01%
-11.1%
Q1 2019$75,000
+11.9%
3,0000.0%0.01%0.0%
Q4 2018$67,000
-23.9%
3,000
-11.8%
0.01%
-10.0%
Q3 2018$88,000
+1.1%
3,4000.0%0.01%0.0%
Q2 2018$87,000
-3.3%
3,4000.0%0.01%
-9.1%
Q1 2018$90,000
-2.2%
3,4000.0%0.01%0.0%
Q4 2017$92,000
+2.2%
3,4000.0%0.01%0.0%
Q3 2017$90,000
-5.3%
3,400
-10.5%
0.01%
-15.4%
Q2 2017$95,0003,8000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 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