Strategic Family Wealth Counselors, L.L.C. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 359 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.32 and the average weighting 0.3%.

Quarter-by-quarter ownership
Strategic Family Wealth Counselors, L.L.C. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$543,500
-0.5%
13,269
+2.1%
0.26%
+4.0%
Q2 2023$546,437
+3.8%
12,995
+1.2%
0.25%
+0.8%
Q1 2023$526,486
+0.7%
12,847
+1.0%
0.25%
-3.9%
Q4 2022$523,07812,7150.26%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 314,888$12,897,8209.22%
Financial Planning & Information Services, Inc. 1,101,183$45,104,4398.40%
Coulter & Justus Financial Services, LLC 218,411$8,946,1126.51%
INVENIO WEALTH PARTNERS LLC 155,109$6,353,2655.78%
IAG Wealth Partners, LLC 489,615$20,054,6535.59%
Linscomb Wealth, Inc. 1,994,714$81,703,4734.78%
Team Financial Group, LLC 104,962$4,299,2533.55%
Marion Wealth Management 238,136$9,754,0643.44%
Private Wealth Strategies, L.L.C. 260,518$10,670,8042.66%
Soltis Investment Advisors LLC 440,067$18,025,1472.32%
View complete list of WISDOMTREE TR shareholders