GREAT VALLEY ADVISOR GROUP, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$200,944
-5.6%
4,786
-7.9%
0.01%
-20.0%
Q1 2023$212,868
-0.5%
5,198
+0.1%
0.01%
-9.1%
Q4 2022$213,880
+2.3%
5,192
-3.4%
0.01%0.0%
Q2 2022$209,000
-12.2%
5,373
+0.2%
0.01%
-21.4%
Q1 2022$238,000
+6.2%
5,364
+0.1%
0.01%0.0%
Q4 2021$224,000
+0.9%
5,358
+0.1%
0.01%
-6.7%
Q3 2021$222,000
+2.8%
5,355
+0.9%
0.02%
-6.2%
Q2 2021$216,000
-1.8%
5,307
-2.4%
0.02%
-23.8%
Q1 2021$220,000
-15.4%
5,436
-27.1%
0.02%
-22.2%
Q4 2020$260,000
+12.6%
7,460
-6.6%
0.03%
-3.6%
Q3 2020$231,000
-18.1%
7,988
-19.6%
0.03%
-39.1%
Q2 2020$282,000
+19.0%
9,939
+59.5%
0.05%
-13.2%
Q4 2019$237,000
+5.3%
6,233
+0.7%
0.05%
-1.9%
Q3 2019$225,000
+1.4%
6,190
+0.8%
0.05%
-3.6%
Q2 2019$222,0000.0%6,143
-0.8%
0.06%
-21.1%
Q1 2019$222,0006,1920.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 208,021$18,618,00012.53%
NewFocus Financial Group, LLC 106,024$9,489,0007.01%
TMD & ASSOCIATES, INC 82,365$7,372,0006.52%
Linscomb Wealth, Inc. 683,101$61,138,0006.16%
Live Your Vision, LLC 97,483$8,725,0003.98%
INSPIRION WEALTH ADVISORS, LLC 62,439$5,588,0003.65%
Cardan Capital Partners, LLC 149,076$13,342,0003.28%
New England Investment & Retirement Group, Inc. 61,567$5,510,0003.26%
Jacobus Wealth Management, Inc. 115,848$10,368,0003.16%
EisnerAmper Wealth Management Corporate Benefits, LLC 36,620$3,278,0003.00%
View complete list of WISDOMTREE TR shareholders