Aprio Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 73 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Aprio Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$295,000
+1.0%
7,1480.0%0.21%
-25.9%
Q2 2020$292,0007,1480.28%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Key FInancial Inc 92,120$4,231,0003.15%
SOA Wealth Advisors, LLC. 54,529$2,561,0000.70%
StrategIQ Financial Group, LLC 52,961$2,433,0000.54%
Baystate Wealth Management LLC 99,480$4,569,0000.52%
Lantz Financial LLC 17,970$825,0000.52%
PBMares Wealth Management LLC 5,933$273,0000.31%
Avidian Wealth Solutions, LLC 65,043$2,988,0000.28%
Evanson Asset Management, LLC 33,480$1,538,0000.24%
HUNTINGTON NATIONAL BANK 391,331$17,974,0000.24%
Creative Planning 2,260,874$103,846,0000.23%
View complete list of WISDOMTREE TR shareholders