Founders Financial Alliance, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 66 filers reported holding WISDOMTREE TR in Q4 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 Q4 2022
NameSharesValueWeighting ↓
White Pine Investment CO 66,413$3,713,0001.69%
PERRITT CAPITAL MANAGEMENT INC 58,421$3,266,0001.39%
NOESIS CAPITAL MANGEMENT CORP 71,302$3,986,000,0001.29%
Motley Fool Wealth Management, LLC 324,846$18,162,0001.20%
COURIER CAPITAL LLC 161,719$8,820,0001.15%
Financial Planning & Information Services, Inc. 22,422$1,254,0000.53%
IMA Wealth, Inc. 24,284$1,358,0000.51%
TFG Advisers LLC 13,248$740,0000.49%
GARRISON BRADFORD & ASSOCIATES INC 6,400$358,0000.49%
Bell Rock Capital LLC 5,422$298,0000.26%
View complete list of WISDOMTREE TR shareholders