Bridgewealth Advisory Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 165 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bridgewealth Advisory Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$577,447
-10.0%
9,597
-7.1%
0.71%
-32.0%
Q2 2023$641,319
+85.5%
10,328
+81.0%
1.04%
+63.6%
Q1 2023$345,657
+26.6%
5,705
+26.7%
0.64%
+18.8%
Q4 2022$273,0844,5030.54%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Connecticut Wealth Management, LLC 289,537$30,358,0003.22%
Truadvice, LLC 35,299$3,710,0001.13%
Kendall Capital Management 12,840$1,346,0000.98%
LCNB CORP 10,219$1,071,0000.61%
SONATA CAPITAL GROUP INC 11,320$1,187,0000.59%
Capital Advisory Group Advisory Services, LLC 10,215$1,071,0000.45%
CUTLER INVESTMENT COUNSEL LLC 19,761$2,072,0000.38%
EPIQ PARTNERS, LLC 3,950$414,0000.29%
GREAT VALLEY ADVISOR GROUP, INC. 26,166$2,744,0000.28%
JFS WEALTH ADVISORS, LLC 11,605$1,217,0000.26%
View complete list of WISDOMTREE TR shareholders