WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is IQDG and the CUSIP is 97717X131. A total of 104 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$3,589,212
+21.8%
96,770
+24.9%
0.01%
+12.5%
Q1 2024$2,947,721
+47.1%
77,449
+40.2%
0.01%
+33.3%
Q4 2023$2,003,965
+15.5%
55,251
+2.0%
0.01%0.0%
Q3 2023$1,734,75854,1770.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
One Capital Management, LLC 1,420,875$51,847,0002.74%
Cornerstone Wealth Management, LLC 423,680$15,460,0001.50%
CGN Advisors LLC 156,987$5,728,0001.43%
STRINGER ASSET MANAGEMENT, LLC 21,267$776,0001.33%
Empirical Asset Management, LLC 29,287$1,069,0001.02%
Mendel Money Management 18,098$660,0000.32%
Sharkey, Howes & Javer 30,056$1,097,0000.25%
Astoria Portfolio Advisors LLC. 7,391$270,0000.21%
OLD MISSION CAPITAL LLC 191,868$7,001,0000.20%
Lansing Street Advisors 8,315$301,0000.19%
View complete list of WISDOMTREE TR shareholders