SOA Wealth Advisors, LLC. - 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
SOA Wealth Advisors, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$160,967
-2.6%
3,528
+0.7%
0.04%
+2.6%
Q2 2023$165,334
-2.3%
3,505
-3.3%
0.04%
-7.1%
Q1 2023$169,283
-4.3%
3,625
-9.8%
0.04%
-12.5%
Q4 2022$176,823
-30.7%
4,018
-41.2%
0.05%
-37.7%
Q3 2022$255,000
-15.6%
6,837
-5.6%
0.08%
-13.5%
Q2 2022$302,000
-27.8%
7,241
-15.9%
0.09%
-12.7%
Q1 2022$418,000
-17.4%
8,615
-16.0%
0.10%
-17.1%
Q4 2021$506,000
-0.8%
10,259
-4.4%
0.12%
-6.1%
Q3 2021$510,000
-39.1%
10,728
-36.8%
0.13%
-39.1%
Q2 2021$837,000
-49.2%
16,975
-51.3%
0.22%
-53.4%
Q1 2021$1,649,000
-35.6%
34,859
-36.1%
0.46%
-33.9%
Q4 2020$2,561,00054,5290.70%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Private Vista, LLC 199,829$9,176,0002.43%
Highwater Wealth Management, LLC 9,700$446,0000.98%
StrategIQ Financial Group, LLC 63,816$2,932,0000.83%
BEACON FINANCIAL GROUP 105,822$4,854,0000.83%
Baystate Wealth Management LLC 118,831$5,460,0000.72%
Lantz Financial LLC 16,792$749,0000.50%
Avidian Wealth Solutions, LLC 55,602$2,555,0000.42%
Biltmore Family Office, LLC 19,500$896,0000.39%
Evanson Asset Management, LLC 39,622$1,821,0000.37%
Creative Planning 2,316,550$106,446,0000.35%
View complete list of WISDOMTREE TR shareholders