Stratos Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,926,850
+708.1%
47,042
+729.7%
0.13%
+647.1%
Q2 2023$238,428
+11821.4%
5,670
+5570.0%
0.02%
+1600.0%
Q1 2020$2,0001000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 909,035$25,762,00010.81%
INSPIRION WEALTH ADVISORS, LLC 648,063$18,366,0007.21%
SVA Wealth Management, LLC 2,062,295$58,445,0006.24%
Linscomb Wealth, Inc. 2,377,334$67,374,0004.93%
Private Wealth Strategies, L.L.C. 360,619$10,220,0004.53%
IAG Wealth Partners, LLC 303,526$8,602,0004.17%
Financial Insights, Inc. 109,536$4,325,0003.84%
Paracle Advisors, LLC 518,773$14,702,0003.43%
CAPITAL WEALTH MANAGEMENT, LLC 79,809$2,262,0002.41%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,732$3,280,0002.24%
View complete list of WISDOMTREE TR shareholders