CoreCap Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 81 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CoreCap Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$795,129
+97461.8%
18,067
-17.1%
0.06%
-16.2%
Q3 2022$815
-99.9%
21,785
-4.0%
0.07%
-8.1%
Q2 2022$949,000
-13.3%
22,692
+0.8%
0.07%
-2.6%
Q1 2022$1,095,000
-0.4%
22,516
+1.2%
0.08%
+4.1%
Q4 2021$1,099,00022,2410.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Key FInancial Inc 92,120$4,231,0003.15%
SOA Wealth Advisors, LLC. 54,529$2,561,0000.70%
StrategIQ Financial Group, LLC 52,961$2,433,0000.54%
Baystate Wealth Management LLC 99,480$4,569,0000.52%
Lantz Financial LLC 17,970$825,0000.52%
PBMares Wealth Management LLC 5,933$273,0000.31%
Avidian Wealth Solutions, LLC 65,043$2,988,0000.28%
Evanson Asset Management, LLC 33,480$1,538,0000.24%
HUNTINGTON NATIONAL BANK 391,331$17,974,0000.24%
Creative Planning 2,260,874$103,846,0000.23%
View complete list of WISDOMTREE TR shareholders