LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156. A total of 21 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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,335,677
+1.5%
157,707
+2.3%
0.01%0.0%
Q2 2023$7,225,831
-15.0%
154,235
-14.4%
0.01%
-28.6%
Q1 2023$8,501,052
+11.0%
180,203
+10.0%
0.01%0.0%
Q4 2022$7,660,929
+4.4%
163,891
+3.2%
0.01%0.0%
Q3 2022$7,339,000
+15.2%
158,794
+18.4%
0.01%
+16.7%
Q2 2022$6,372,000
+710.7%
134,157
+730.4%
0.01%
+500.0%
Q1 2022$786,000
-7.3%
16,155
-3.6%
0.00%0.0%
Q4 2021$848,000
-18.2%
16,763
-17.1%
0.00%0.0%
Q3 2021$1,037,000
-14.4%
20,209
-14.1%
0.00%0.0%
Q2 2021$1,212,000
-41.9%
23,539
-42.1%
0.00%
-50.0%
Q1 2021$2,087,000
+5.1%
40,689
+6.3%
0.00%
-33.3%
Q4 2020$1,985,000
+28.5%
38,291
+27.9%
0.00%
+50.0%
Q3 2020$1,545,000
-1.3%
29,927
-1.2%
0.00%
-33.3%
Q2 2020$1,566,000
-22.9%
30,281
-25.7%
0.00%
-25.0%
Q1 2020$2,032,000
+787.3%
40,778
+805.2%
0.00%
Q4 2019$229,0004,5050.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 24,439$1,136,7701.04%
JT Stratford LLC 25,298$1,176,7450.30%
Prime Capital Investment Advisors, LLC 255,218$11,871,3400.24%
Savior LLC 650$30,2330.21%
Team Financial Group, LLC 3,027$140,8070.12%
Global Retirement Partners, LLC 17,265$801,8180.04%
Private Advisor Group, LLC 92,417$4,298,7580.04%
NewSquare Capital LLC 5,710$265,5980.03%
RFG Advisory, LLC 8,067$375,2140.02%
DB Wealth Management Group, LLC 337$15,6770.01%
View complete list of WISDOMTREE TR shareholders