Laurel Wealth Planning LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 198 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 4.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Laurel Wealth Planning LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$882
+11.9%
19,060
+12.6%
0.69%
+21.8%
Q2 2023$788
+23.1%
16,933
+21.2%
0.56%
+32.8%
Q1 2023$640
-99.9%
13,970
+21.9%
0.42%
+30.5%
Q4 2022$504,30111,4640.32%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 278,599$13,295,0007.61%
Great Point Wealth Advisors, LLC 268,388$12,807,0005.50%
Financial Planning & Information Services, Inc. 301,258$14,376,0004.84%
America First Investment Advisors, LLC 266,443$12,715,0003.85%
Neumann Capital Management, LLC 157,614$7,521,0003.80%
Asset Management Advisors, LLC 73,480$3,506,0003.19%
Swaine & Leidel Wealth Services, LLC 82,475$3,936,0002.85%
Efficient Advisors, LLC 298,878$14,262,0002.18%
Tacita Capital Inc 66,650$3,181,0002.09%
Baker Ellis Asset Management LLC 159,133$7,594,0001.81%
View complete list of WISDOMTREE TR shareholders