Advisor Resource Council - WISDOMTREE TR ownership

Quarter-by-quarter ownership
Advisor Resource Council ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$356,911
+17.8%
8,665
+21.3%
0.18%
+35.3%
Q2 2023$302,993
+3.1%
7,141
+0.7%
0.14%
+83.8%
Q1 2023$293,8457,0940.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Private Wealth Strategies, L.L.C. 475,635$17,085,0004.99%
Joseph Group Capital Management 30,799$1,107,0001.21%
Venturi Wealth Management, LLC 241,547$8,683,0000.83%
Collaborative Wealth Managment Inc. 20,468$736,0000.52%
Linscomb Wealth, Inc. 196,108$7,050,0000.43%
CERTUITY, LLC 50,422$1,813,0000.42%
LVM CAPITAL MANAGEMENT LTD/MI 64,426$2,316,0000.35%
XML Financial, LLC 58,891$2,117,0000.29%
Truadvice, LLC 10,937$448,0000.25%
My Legacy Advisors, LLC 12,073$450,0000.23%
View complete list of WISDOMTREE TR shareholders