Vahanian & Associates Financial Planning Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEM and the CUSIP is 97717W315. A total of 268 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.

Quarter-by-quarter ownership
Vahanian & Associates Financial Planning Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$267,890
+1.1%
7,0000.0%0.85%
+15.2%
Q1 2023$265,0207,0000.74%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Arden Trust Co 894,415$38,737,1165.41%
All Season Financial Advisors, Inc. 85,807$3,716,3193.37%
Private Wealth Advisors, LLC 200,765$8,729,2513.36%
Williams Financial, LLC 96,106$4,162,3452.77%
TMD Wealth Management, LLC 251,954$10,912,1072.39%
Eagle Strategies LLC 252,395$10,931,2122.09%
Clayton Financial Group LLC 103,326$4,323,1521.87%
Bridge Advisory, LLC 70,746$3,064,0121.51%
CUSTOM INDEX SYSTEMS, LLC 58,604$2,538,1391.46%
FFG RETIREMENT ADVISORS LLC 36,383$1,575,7481.10%
View complete list of WISDOMTREE TR shareholders