Polaris Wealth Advisory Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 62 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
Polaris Wealth Advisory Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$206,322
-1.6%
3,695
+2.8%
0.02%
+6.7%
Q1 2023$209,617
-0.2%
3,595
-1.2%
0.02%
-6.2%
Q4 2022$210,047
-98.3%
3,639
-98.4%
0.02%
-99.3%
Q1 2015$12,338,000221,7042.24%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 248,799$11,256,0001.40%
Motley Fool Wealth Management, LLC 204,635$9,258,0000.61%
Hedges Asset Management LLC 9,500$430,0000.43%
Sovereign Financial Group, Inc. 22,068$998,0000.40%
GARRISON BRADFORD & ASSOCIATES INC 6,500$294,0000.36%
Financial Planning & Information Services, Inc. 16,226$734,0000.18%
TFG Advisers LLC 6,769$306,0000.17%
Intercontinental Wealth Advisors, LLC 8,653$391,0000.12%
Conservest Capital Advisors, Inc. 18,224$824,0000.12%
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 4,670$211,0000.05%
View complete list of WISDOMTREE TR shareholders