Strategic Financial Concepts, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DES and the CUSIP is 97717W604. A total of 315 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Strategic Financial Concepts, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$8,466
-97.1%
294,702
+3213.5%
0.01%
-92.9%
Q1 2024$290,671
+15.2%
8,894
-0.6%
0.07%
-17.6%
Q3 2023$252,4118,9510.08%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 97,657$7,873,0006.82%
Cranberry Lake Advisors LLC 113,755$9,171,0006.14%
Starfire Investment Advisers, Inc. 109,475$8,739,402,0004.71%
TMD & ASSOCIATES, INC 51,680$4,166,0003.83%
Private Vista, LLC 163,755$13,391,0003.33%
Jacobus Wealth Management, Inc. 95,353$7,687,0002.16%
INSPIRION WEALTH ADVISORS, LLC 39,924$3,219,0001.82%
PALLADIUM PARTNERS LLC 259,214$20,898,0001.68%
AJ WEALTH STRATEGIES, LLC 45,640$3,680,0001.60%
Evanson Asset Management, LLC 76,561$6,172,0001.52%
View complete list of WISDOMTREE TR shareholders