LIBERTY WEALTH MANAGEMENT LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 62 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2020$5,000
-28.6%
117
+1.7%
0.00%
-33.3%
Q2 2019$7,0001150.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 229,063$12,644,0001.48%
Motley Fool Wealth Management, LLC 208,148$11,490,0000.72%
Sovereign Financial Group, Inc. 23,210$1,281,0000.50%
Hedges Asset Management LLC 9,500$525,0000.50%
GARRISON BRADFORD & ASSOCIATES INC 6,500$359,0000.41%
TFG Advisers LLC 7,128$393,0000.21%
Financial Planning & Information Services, Inc. 14,195$784,0000.19%
Intercontinental Wealth Advisors, LLC 8,653$478,0000.13%
Conservest Capital Advisors, Inc. 18,242$1,007,0000.12%
OLD MISSION CAPITAL LLC 49,709$2,744,0000.08%
View complete list of WISDOMTREE TR shareholders