KILEY JUERGENS WEALTH MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
KILEY JUERGENS WEALTH MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2018$82,000
+1.2%
1,7060.0%0.06%
-15.3%
Q2 2018$81,000
+15.7%
1,706
+21.9%
0.07%
+14.3%
Q4 2017$70,0001,3990.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Key FInancial Inc 256,992$12,122,3104.02%
Powers Advisory Group, LLC 81,187$3,829,6002.54%
BIP Wealth, LLC 205,443$9,690,8270.79%
HUNTINGTON NATIONAL BANK 1,749,435$82,520,8760.77%
Avidian Wealth Solutions, LLC 159,810$7,538,2260.49%
Altrius Capital Management Inc 19,494$919,5740.27%
Baystate Wealth Management LLC 68,392$3,226,0640.26%
StrategIQ Financial Group, LLC 46,412$2,189,2670.25%
Meridian Financial Partners LLC 8,290$3990.24%
True Wealth Design, LLC 11,948$563,6060.21%
View complete list of WISDOMTREE TR shareholders