Stratos Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 35 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$301,177
+32.3%
6,020
+34.5%
0.02%
+13.6%
Q1 2024$227,717
+2.4%
4,477
-1.8%
0.02%
-15.4%
Q4 2023$222,4404,5570.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Joseph Group Capital Management 291,883$13,234,3559.53%
Hudock, Inc. 62,898$2,851,9180.68%
Vertex Planning Partners, LLC 12,207$553,4880.19%
Financial Perspectives, Inc 6,111$277,0810.13%
Asset Dedication, LLC 27,175$1,2320.10%
Kestra Advisory Services, LLC 40,417$1,832,5590.02%
Global Financial Private Client, LLC 468$20,9370.01%
Orion Portfolio Solutions, LLC 18,805$852,6430.01%
Key FInancial Inc 509$23,0790.01%
Raymond James Financial Services Advisors, Inc. 85,395$3,871,9410.01%
View complete list of WISDOMTREE TR shareholders