EXENCIAL WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$750,092
-21.7%
18,313
-19.6%
0.04%
-18.2%
Q2 2023$957,43022,7690.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 930,278$38,560,00010.49%
JD Financial Services Inc. 163,620$6,782,0006.19%
Financial Insights, Inc. 139,106$5,766,0005.30%
Linscomb Wealth, Inc. 2,420,622$100,335,0005.17%
IAG Wealth Partners, LLC 342,375$14,192,0005.05%
Ten Capital Wealth Advisors, LLC 253,327$10,500,0004.91%
Private Wealth Strategies, L.L.C. 258,403$10,704,0002.68%
EisnerAmper Wealth Management Corporate Benefits, LLC 122,035$5,058,0002.55%
Concord Wealth Partners 142,573$5,910,0002.42%
JNBA Financial Advisors 391,308$16,220,0002.18%
View complete list of WISDOMTREE TR shareholders