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 ↓
Key FInancial Inc 256,508$11,978,9214.37%
Powers Advisory Group, LLC 79,748$3,724,2382.60%
BIP Wealth, LLC 182,726$8,532,4320.94%
HUNTINGTON NATIONAL BANK 1,815,692$84,792,9840.84%
Avidian Wealth Solutions, LLC 218,622$10,209,6450.56%
Meridian Financial Partners LLC 9,638$4660.53%
Altrius Capital Management Inc 20,683$965,8960.30%
Baystate Wealth Management LLC 63,673$2,973,5400.26%
StrategIQ Financial Group, LLC 47,903$2,237,0640.26%
True Wealth Design, LLC 12,334$576,0080.24%
View complete list of WISDOMTREE TR shareholders