Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUDG and the CUSIP is 97717X610. A total of 37 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$889,599
+1.0%
31,135
+8.2%
0.01%0.0%
Q2 2023$880,368
+3.0%
28,767
+1.5%
0.01%0.0%
Q1 2023$854,315
+24.9%
28,330
+12.9%
0.01%
+50.0%
Q4 2022$684,261
-99.9%
25,086
-49.1%
0.01%0.0%
Q3 2022$569,569,000
+88479.9%
49,264
+101.4%
0.01%
-14.3%
Q2 2022$643,000
+0.6%
24,460
+19.7%
0.01%0.0%
Q1 2022$639,000
-26.2%
20,431
-18.8%
0.01%
-22.2%
Q4 2021$866,000
+8.9%
25,147
+1.6%
0.01%
+12.5%
Q3 2021$795,000
+87.5%
24,757
+96.7%
0.01%
+60.0%
Q2 2021$424,000
+15.5%
12,587
+7.1%
0.01%0.0%
Q1 2021$367,000
+56.8%
11,753
+54.1%
0.01%
+66.7%
Q4 2020$234,0007,6260.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Cedar Wealth Management, LLC 49,438$1,412,5470.56%
Old Port Advisors 37,658$1,075,9740.39%
VALLEY WEALTH MANAGERS, INC. 146,665$4,190,5560.35%
Colorado Capital Management, Inc. 14,357$4100.31%
Southland Equity Partners LLC 13,694$391,2690.14%
CAPITAL MANAGEMENT CORP /VA 10,500$300,0090.07%
HEADINVEST, LLC 10,828$305,4500.07%
HARBOUR INVESTMENTS, INC. 31,995$914,1760.05%
BEACON FINANCIAL GROUP 9,161$2760.04%
Cambridge Investment Research Advisors, Inc. 273,095$7,8030.04%
View complete list of WISDOMTREE TR shareholders