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

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 360 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.06 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 Q2 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 1,037,876$39,097,0009.47%
Melone Private Wealth, LLC 224,141$8,860,0007.74%
IAG Wealth Partners, LLC 434,847$16,381,0005.44%
Linscomb Wealth, Inc. 2,283,773$86,030,0005.22%
Marion Wealth Management 168,414$6,344,0003.26%
Concord Wealth Partners 234,313$8,827,0002.80%
Private Wealth Strategies, L.L.C. 241,476$9,103,0002.66%
Apeiron RIA LLC 147,714$5,745,0002.64%
EisnerAmper Wealth Management Corporate Benefits, LLC 118,937$4,480,0002.55%
Bickling Financial Services, Inc. 93,904$3,538,0002.38%
View complete list of WISDOMTREE TR shareholders