180 WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

Quarter-by-quarter ownership
180 WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$275,863
-1.9%
12,365
+1.0%
0.06%0.0%
Q2 2023$281,229
+1.5%
12,238
-0.1%
0.06%
-3.1%
Q1 2023$277,027
-2.1%
12,247
+2.9%
0.06%
-4.5%
Q4 2022$282,911
+28.0%
11,897
+3.2%
0.07%
+9.8%
Q3 2022$221,00011,5240.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Carroll Financial Associates, Inc. 1,820$45,0000.01%
NEXT Financial Group, Inc 1,500$39,0000.01%
LPL Financial LLC 19,006$481,0000.00%
Ground Swell Capital, LLC 28$1,0000.00%
PNC FINANCIAL SERVICES GROUP, INC. 33,000$849,0000.00%
MORGAN STANLEY 77,765$2,000,0000.00%
Tower Research Capital LLC (TRC) 200$5,0000.00%
MSI Financial Services Inc 355$9,0000.00%
ROYAL BANK OF CANADA 30,287$779,0000.00%
BANK OF AMERICA CORP /DE/ 15,999$411,0000.00%
View complete list of WISDOMTREE TR shareholders