Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 55 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,637,377
+169.6%
53,755
+176.6%
0.02%
+166.7%
Q2 2023$607,344
+109.5%
19,435
+107.2%
0.01%
+100.0%
Q1 2023$289,9619,3810.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
FFG RETIREMENT ADVISORS LLC 116,182$3,538,9042.94%
Exchange Capital Management, Inc. 479,374$14,601,7232.76%
Stratos Investment Management, LLC 430,424$13,110,7211.96%
Kure Advisory, LLC 90,519$2,757,2201.56%
Rooted Wealth Advisors, Inc. 73,810$2,2951.41%
Harvest Investment Services, LLC 54,401$1,657,0541.07%
Atomi Financial Group, Inc. 56,505$1,721,1420.58%
Occidental Asset Management, LLC 68,868$2,097,7290.49%
MARIPAU WEALTH MANAGEMENT LLC 16,731$509,6260.47%
MOODY NATIONAL BANK TRUST DIVISION 223,038$6,793,7370.44%
View complete list of WISDOMTREE TR shareholders