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 ↓
Astoria Portfolio Advisors LLC. 220,368$5,194,0682.01%
One Capital Management, LLC 1,208,324$27,525,6201.24%
Professional Financial Advisors, LLC 30,780$701,1780.36%
Occidental Asset Management, LLC 39,631$902,7940.20%
NewEdge Wealth, LLC 263,868$6,010,9060.20%
Great Waters Wealth Management 24,345$554,5820.11%
Capital Advisors, Ltd. LLC 25,557$5820.09%
180 WEALTH ADVISORS, LLC 12,238$281,2290.06%
KMG FIDUCIARY PARTNERS, LLC 18,717$426,3630.06%
Princeton Global Asset Management LLC 7,683$175,0190.05%
View complete list of WISDOMTREE TR shareholders