True North Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
True North Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$275,000
-1.4%
5,6600.0%0.07%
+57.4%
Q4 2021$279,000
+3.7%
5,6600.0%0.05%
-11.3%
Q3 2021$269,0005,6600.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
RELIANCE TRUST CO 9,984$425,00010.62%
Private Vista, LLC 387,200$16,464,0003.83%
Highwater Wealth Management, LLC 14,240$606,0001.42%
BEACON FINANCIAL GROUP 97,499$4,155,0000.78%
Baystate Wealth Management LLC 117,871$5,283,0000.77%
StrategIQ Financial Group, LLC 34,438$1,464,0000.50%
Evanson Asset Management, LLC 42,001$1,786,0000.41%
Creative Planning 2,169,141$92,232,0000.38%
BROOKS, MOORE & ASSOCIATES, INC. 7,050$300,0000.30%
Biltmore Family Office, LLC 12,500$532,0000.30%
View complete list of WISDOMTREE TR shareholders