DB Wealth Management Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156. A total of 22 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$16,023
+2.2%
334
-0.9%
0.01%
-10.0%
Q3 2023$15,677
-44.1%
337
-43.7%
0.01%
-41.2%
Q2 2023$28,064
-0.7%
5990.0%0.02%
-5.6%
Q1 2023$28,258
+2.6%
599
+1.7%
0.02%0.0%
Q4 2022$27,532
-75.4%
589
-75.6%
0.02%
-77.5%
Q3 2022$112,000
-2.6%
2,4130.0%0.08%
+2.6%
Q2 2022$115,000
-37.8%
2,413
-36.5%
0.08%
-30.4%
Q1 2022$185,000
-3.6%
3,8000.0%0.11%
-1.8%
Q4 2021$192,000
-18.6%
3,800
-17.3%
0.11%
-25.0%
Q3 2021$236,000
-17.2%
4,596
-16.9%
0.15%
-16.5%
Q2 2021$285,000
+0.4%
5,5290.0%0.18%
-6.7%
Q1 2021$284,000
-19.5%
5,529
-18.8%
0.20%
-25.0%
Q4 2020$353,0006,8130.26%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 53,699$2,556,5511.27%
Smartleaf Asset Management LLC 41,738$1,987,7630.33%
JT Stratford LLC 22,460$1,069,3040.20%
Prime Capital Investment Advisors, LLC 235,365$11,205,4570.17%
Team Financial Group, LLC 4,679$222,7620.14%
Global Retirement Partners, LLC 42,442$2,020,6170.06%
NewSquare Capital LLC 9,730$463,2350.04%
Private Advisor Group, LLC 47,884$2,279,6900.02%
RFG Advisory, LLC 8,946$425,9150.01%
Atria Investments, Inc 20,532$977,5250.01%
View complete list of WISDOMTREE TR shareholders