DB Wealth Management Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is SFIG and the CUSIP is 97717X156. A total of 21 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
DB Wealth Management Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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 Q3 2023
NameSharesValueWeighting ↓
INVENIO WEALTH PARTNERS LLC 24,439$1,136,7701.04%
JT Stratford LLC 25,298$1,176,7450.30%
Prime Capital Investment Advisors, LLC 255,218$11,871,3400.24%
Savior LLC 650$30,2330.21%
Team Financial Group, LLC 3,027$140,8070.12%
Global Retirement Partners, LLC 17,265$801,8180.04%
Private Advisor Group, LLC 92,417$4,298,7580.04%
NewSquare Capital LLC 5,710$265,5980.03%
RFG Advisory, LLC 8,067$375,2140.02%
DB Wealth Management Group, LLC 337$15,6770.01%
View complete list of WISDOMTREE TR shareholders