Total Clarity Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 191 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 4.39 and the average weighting 0.3%.

Quarter-by-quarter ownership
Total Clarity Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$888,192
+8.4%
19,200
+9.0%
0.43%
+5.2%
Q2 2023$819,533
+81853.3%
17,613
+109981.2%
0.41%
+40600.0%
Q2 2022$1,000160.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 247,056$10,945,0007.93%
Great Point Wealth Advisors, LLC 222,817$9,870,0006.72%
Neumann Capital Management, LLC 167,450$7,418,0004.59%
Financial Planning & Information Services, Inc. 227,351$10,072,0004.26%
FIRST WILSHIRE SECURITIES MANAGEMENT INC 236,639$10,483,0003.97%
America First Investment Advisors, LLC 275,717$12,214,0003.68%
White Pine Investment CO 138,235$6,124,0002.78%
Stratford Consulting, LLC 162,784$7,211,0002.47%
Efficient Advisors, LLC 271,176$12,013,0002.20%
PALLADIUM PARTNERS LLC 614,023$28,030,0001.96%
View complete list of WISDOMTREE TR shareholders