EPG Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 18 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
EPG Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$156,158
-1.6%
6,357
+0.6%
0.05%0.0%
Q2 2023$158,744
+2.0%
6,317
+1.7%
0.05%
-4.1%
Q1 2023$155,556
+5.7%
6,211
+0.4%
0.05%
-12.5%
Q4 2022$147,184
+9.8%
6,189
+0.4%
0.06%
+1.8%
Q3 2022$134,000
-13.0%
6,166
+1.0%
0.06%
+3.8%
Q1 2022$154,000
+75.0%
6,106
+45.1%
0.05%
-18.5%
Q1 2020$88,000
+10.0%
4,209
+35.1%
0.06%
+10.2%
Q4 2019$80,0003,1160.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
AVANTAX ADVISORY SERVICES, INC. 821,584$21,260,0000.36%
Insight Advisors, LLC/ PA 27,914$747,0000.22%
ACG Wealth 32,826$849,0000.11%
OLD MISSION CAPITAL LLC 91,738$2,373,0000.10%
Arkadios Wealth Advisors 17,532$453,0000.06%
RFG Advisory, LLC 12,260$317,0000.03%
Private Advisor Group, LLC 50,212$1,298,0000.01%
Patriot Financial Group Insurance Agency, LLC 602$16,0000.00%
Cambridge Investment Research Advisors, Inc. 17,485$452,0000.00%
JANE STREET GROUP, LLC 87,870$2,273,0000.00%
View complete list of WISDOMTREE TR shareholders