LifeSteps Financial, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 394 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LifeSteps Financial, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2024$25,7025270.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Melone Private Wealth, LLC 278,771$11,217,7608.56%
Financial Planning & Information Services, Inc. 1,061,934$43,518,0558.44%
IAG Wealth Partners, LLC 478,109$19,592,9045.44%
Linscomb Wealth, Inc. 2,221,474$91,036,0154.77%
Marion Wealth Management 222,218$9,106,5133.40%
RiverTree Advisors, LLC 95,299$3,905,3532.81%
Private Wealth Strategies, L.L.C. 249,919$10,241,9452.59%
DB Wealth Management Group, LLC 98,672$4,043,5702.55%
WEST BANCORPORATION INC 78,693$3,224,8392.46%
EisnerAmper Wealth Management Corporate Benefits, LLC 115,486$4,7332.29%
View complete list of WISDOMTREE TR shareholders