Larson Financial Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Larson Financial Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$187,395
-9.0%
4,989
-5.5%
0.02%
-14.3%
Q2 2023$205,916
-4.7%
5,280
-5.0%
0.02%
-8.7%
Q1 2023$216,000
+5.8%
5,559
-1.6%
0.02%
-4.2%
Q4 2022$204,077
+18.6%
5,650
+0.1%
0.02%0.0%
Q3 2022$172,000
-11.8%
5,647
+2.9%
0.02%
-29.4%
Q2 2022$195,000
+48.9%
5,488
+68.3%
0.03%
+61.9%
Q1 2022$131,000
-48.6%
3,261
-46.4%
0.02%
-47.5%
Q4 2021$255,000
+13.3%
6,087
+10.4%
0.04%
-11.1%
Q3 2021$225,000
-19.9%
5,513
-15.1%
0.04%
-30.8%
Q2 2021$281,000
+117.8%
6,496
+114.2%
0.06%
+71.1%
Q1 2021$129,000
+360.7%
3,033
+341.5%
0.04%
+280.0%
Q4 2020$28,0006870.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Traverso Chambers Private Wealth Management, LLC 287,634$11,615,0005.55%
XPONANCE, INC. 106,990$4,319,0002.38%
Telos Capital Management, Inc. 69,293$2,798,0000.77%
American Portfolios Advisors 17,710$715,1600.06%
GHP Investment Advisors, Inc. 11,082$447,0000.06%
FIRST MIDWEST BANK TRUST DIVISION 5,607$226,0000.03%
WEDBUSH SECURITIES INC 7,523$304,0000.03%
Capital Advisors, Ltd. LLC 2,281$92,0000.02%
OLD NATIONAL BANCORP /IN/ 9,490$383,0000.02%
Private Ocean, LLC 1,925$78,0000.02%
View complete list of WISDOMTREE TR shareholders