Wealth Advisory Solutions, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 42 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth Advisory Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$354,500
+1.1%
11,3440.0%0.09%
+1.1%
Q1 2023$350,631
+5.7%
11,3440.0%0.09%
+4.5%
Q4 2022$331,812
+12.5%
11,3440.0%0.09%
+8.5%
Q3 2022$295,000
-6.9%
11,3440.0%0.08%
+5.1%
Q2 2022$317,000
+7.5%
11,344
+18.2%
0.08%
+27.9%
Q1 2022$295,0009,5980.06%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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