Cedar Brook Financial Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DIM and the CUSIP is 97717W778. A total of 42 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Cedar Brook Financial Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2024$212,355
+4.5%
3,376
+0.2%
0.04%
-6.7%
Q4 2023$203,2153,3700.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
SMITH, MOORE & CO. 32,251$2,028,9100.22%
GHP Investment Advisors, Inc. 50,007$3,145,9560.16%
Mesirow Financial Investment Management, Inc. 99,917$6,285,7780.14%
Cedar Brook Financial Partners, LLC 3,376$212,3550.04%
WealthShield Partners, LLC 3,240$203,8280.03%
Cascade Financial Partners, LLC 3,650$222,7270.03%
One Capital Management, LLC 13,090$823,4910.03%
FinTrust Capital Advisors, LLC 2,435$153,1860.03%
Washington Trust Advisors, Inc. 4,964$312,2860.03%
Geneos Wealth Management Inc. 9,407$591,7940.03%
View complete list of WISDOMTREE TR shareholders