Founders Financial Alliance, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 83 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$10,073
-5.1%
192
+1.1%
0.00%0.0%
Q2 2023$10,610
-1.6%
190
+2.7%
0.00%
-20.0%
Q1 2023$10,779
+7.5%
185
+1.1%
0.01%0.0%
Q4 2022$10,024
+25.3%
183
+0.5%
0.01%
+25.0%
Q3 2022$8,000
-20.0%
182
+1.1%
0.00%
-20.0%
Q2 2022$10,000
-16.7%
180
+4.0%
0.01%0.0%
Q1 2022$12,000
-7.7%
1730.0%0.01%0.0%
Q4 2021$13,000
+8.3%
173
+0.6%
0.01%
-16.7%
Q3 2021$12,000
-7.7%
172
+0.6%
0.01%0.0%
Q2 2021$13,000
+8.3%
171
+1.2%
0.01%0.0%
Q1 2021$12,000
+9.1%
169
+0.6%
0.01%0.0%
Q4 2020$11,000
+22.2%
1680.0%0.01%
+20.0%
Q3 2020$9,0001680.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 229,063$12,644,0001.48%
Motley Fool Wealth Management, LLC 208,148$11,490,0000.72%
Sovereign Financial Group, Inc. 23,210$1,281,0000.50%
Hedges Asset Management LLC 9,500$525,0000.50%
GARRISON BRADFORD & ASSOCIATES INC 6,500$359,0000.41%
TFG Advisers LLC 7,128$393,0000.21%
Financial Planning & Information Services, Inc. 14,195$784,0000.19%
Intercontinental Wealth Advisors, LLC 8,653$478,0000.13%
Conservest Capital Advisors, Inc. 18,242$1,007,0000.12%
OLD MISSION CAPITAL LLC 49,709$2,744,0000.08%
View complete list of WISDOMTREE TR shareholders