Falcon Wealth Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 78 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Falcon Wealth Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$257,000
+4.5%
5,2050.0%0.11%
-8.3%
Q1 2021$246,000
+0.8%
5,205
-1.9%
0.12%
-12.4%
Q4 2020$244,0005,3070.14%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
RELIANCE TRUST CO 9,984$425,00010.62%
Private Vista, LLC 387,200$16,464,0003.83%
Highwater Wealth Management, LLC 14,240$606,0001.42%
BEACON FINANCIAL GROUP 97,499$4,155,0000.78%
Baystate Wealth Management LLC 117,871$5,283,0000.77%
StrategIQ Financial Group, LLC 34,438$1,464,0000.50%
Evanson Asset Management, LLC 42,001$1,786,0000.41%
Creative Planning 2,169,141$92,232,0000.38%
BROOKS, MOORE & ASSOCIATES, INC. 7,050$300,0000.30%
Biltmore Family Office, LLC 12,500$532,0000.30%
View complete list of WISDOMTREE TR shareholders