BEACON FINANCIAL GROUP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUDG and the CUSIP is 97717X610. A total of 38 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
BEACON FINANCIAL GROUP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2760.0%9,1610.0%0.04%
+5.4%
Q2 2023$276
-1.1%
9,161
+0.1%
0.04%
-5.1%
Q1 2023$279
+12.0%
9,148
+0.1%
0.04%
+14.7%
Q4 2022$249
-99.9%
9,143
-0.4%
0.03%
+3.0%
Q3 2022$212,000
-13.1%
9,181
+0.2%
0.03%
-8.3%
Q2 2022$244,000
-15.6%
9,1610.0%0.04%
-7.7%
Q1 2022$289,000
-8.5%
9,161
+0.1%
0.04%
-4.9%
Q4 2021$316,000
+6.8%
9,153
+0.0%
0.04%
+2.5%
Q3 2021$296,000
-3.3%
9,151
+0.1%
0.04%
-7.0%
Q2 2021$306,000
+7.0%
9,139
+0.2%
0.04%
-4.4%
Q1 2021$286,0000.0%9,1240.0%0.04%0.0%
Q4 2020$286,000
+10.0%
9,124
-3.1%
0.04%
-4.3%
Q3 2020$260,000
+7.9%
9,420
+0.1%
0.05%
+2.2%
Q2 2020$241,000
-97.6%
9,414
-97.4%
0.05%
-94.3%
Q1 2020$10,032,000
+2.3%
361,577
+2.9%
0.80%
-34.9%
Q4 2019$9,810,000
+13.6%
351,469
+1.6%
1.23%
-16.4%
Q3 2019$8,636,000
-28.1%
345,872
-25.4%
1.47%
-28.2%
Q2 2019$12,011,000
+6.6%
463,923
+3.1%
2.05%
+11.1%
Q1 2019$11,270,000
+17.7%
450,187
+4.4%
1.84%
+2.7%
Q4 2018$9,575,000
-66.4%
431,236
-61.1%
1.80%
-62.7%
Q3 2018$28,532,000
+24.5%
1,107,609
+23.6%
4.82%
+24.3%
Q2 2018$22,921,000
-4.1%
896,048
-0.9%
3.87%
-5.0%
Q1 2018$23,903,000
+40.3%
904,031
+43.1%
4.08%
+37.4%
Q4 2017$17,036,000631,9092.97%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cedar Wealth Management, LLC 49,438$1,412,5470.56%
Old Port Advisors 37,658$1,075,9740.39%
VALLEY WEALTH MANAGERS, INC. 146,665$4,190,5560.35%
Colorado Capital Management, Inc. 14,357$4100.31%
Southland Equity Partners LLC 13,694$391,2690.14%
CAPITAL MANAGEMENT CORP /VA 10,500$300,0090.07%
HEADINVEST, LLC 10,828$305,4500.07%
HARBOUR INVESTMENTS, INC. 31,995$914,1760.05%
BEACON FINANCIAL GROUP 9,161$2760.04%
Cambridge Investment Research Advisors, Inc. 273,095$7,8030.04%
View complete list of WISDOMTREE TR shareholders