WMS Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WMS Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$253,367
-2.0%
7,0000.0%0.02%0.0%
Q2 2023$258,580
-1.9%
7,0000.0%0.02%
-13.0%
Q1 2023$263,550
+5.0%
7,0000.0%0.02%
-8.0%
Q4 2022$251,0907,0000.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,430$35,771,0005.09%
Providence Wealth Advisors, LLC 30,326$1,139,0000.95%
Evanson Asset Management, LLC 138,044$5,168,0000.82%
PrairieView Partners, LLC 49,268$1,845,0000.32%
WealthPLAN Partners, LLC 59,633$2,263,0000.19%
Marshall Financial Group LLC 5,499$206,0000.13%
Madrona Financial Services, LLC 5,878$220,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 18,268$684,0000.12%
Beacon Pointe Advisors, LLC 37,210$1,395,0000.10%
OLD MISSION CAPITAL, LLC 40,258$1,507,0000.09%
View complete list of WISDOMTREE TR shareholders