OneDigital Investment Advisors LLC - WISDOMTREE TR ownership

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$761,717
+41.7%
16,697
+46.5%
0.02%
+33.3%
Q2 2023$537,502
+3.0%
11,395
+2.0%
0.01%0.0%
Q1 2023$521,966
+6.4%
11,177
+0.2%
0.01%
-14.3%
Q4 2022$490,80011,1520.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Key FInancial Inc 256,508$11,978,9214.37%
Powers Advisory Group, LLC 79,748$3,724,2382.60%
BIP Wealth, LLC 182,726$8,532,4320.94%
HUNTINGTON NATIONAL BANK 1,815,692$84,792,9840.84%
Avidian Wealth Solutions, LLC 218,622$10,209,6450.56%
Meridian Financial Partners LLC 9,638$4660.53%
Altrius Capital Management Inc 20,683$965,8960.30%
Baystate Wealth Management LLC 63,673$2,973,5400.26%
StrategIQ Financial Group, LLC 47,903$2,237,0640.26%
True Wealth Design, LLC 12,334$576,0080.24%
View complete list of WISDOMTREE TR shareholders