Strategic Family Wealth Counselors, L.L.C. - 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
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 2023
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 208,021$18,618,00012.53%
NewFocus Financial Group, LLC 106,024$9,489,0007.01%
TMD & ASSOCIATES, INC 82,365$7,372,0006.52%
Linscomb Wealth, Inc. 683,101$61,138,0006.16%
Live Your Vision, LLC 97,483$8,725,0003.98%
INSPIRION WEALTH ADVISORS, LLC 62,439$5,588,0003.65%
Cardan Capital Partners, LLC 149,076$13,342,0003.28%
New England Investment & Retirement Group, Inc. 61,567$5,510,0003.26%
Jacobus Wealth Management, Inc. 115,848$10,368,0003.16%
EisnerAmper Wealth Management Corporate Benefits, LLC 36,620$3,278,0003.00%
View complete list of WISDOMTREE TR shareholders