IHT Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2018$12,000
-7.7%
2710.0%0.00%0.0%
Q4 2017$13,0000.0%2710.0%0.00%
-50.0%
Q3 2017$13,000
-86.0%
2710.0%0.01%
-86.7%
Q2 2017$93,000
+675.0%
2710.0%0.04%
+462.5%
Q1 2017$12,0000.0%2710.0%0.01%
-11.1%
Q4 2016$12,0002710.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Joseph Group Capital Management 250,149$10,291,00011.23%
Legacy Wealth Planning, LLC 122,672$5,047,0008.35%
Asset Dedication, LLC 25,132$1,034,0000.11%
GREAT VALLEY ADVISOR GROUP, INC. 18,200$749,0000.04%
FLOW TRADERS U.S. LLC 11,138$458,0000.02%
Orion Portfolio Solutions, LLC 6,245$257,0000.01%
LPL Financial LLC 96,046$3,951,0000.00%
Parallel Advisors, LLC 1,647$68,0000.00%
Private Advisor Group, LLC 5,043$207,0000.00%
American Portfolios Advisors 903$37,1500.00%
View complete list of WISDOMTREE TR shareholders