BlackDiamond Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is NTSE and the CUSIP is 97717Y642. A total of 10 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$384,901
-78.2%
15,469
-74.9%
0.35%
-76.7%
Q2 2023$1,769,634
-28.0%
61,567
-31.8%
1.50%
-40.6%
Q1 2023$2,457,74390,2922.52%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,165,957$30,045,3062.24%
Professional Financial Advisors, LLC 51,937$1,338,3540.61%
BlackDiamond Wealth Management, LLC 15,469$384,9010.35%
DRIVE WEALTH MANAGEMENT, LLC 18,451$475,4600.17%
OneDigital Investment Advisors LLC 165,774$4,271,7870.09%
Wealthcare Advisory Partners LLC 39,021$1,005,5240.05%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
LPL Financial LLC 21,066$542,8450.00%
OSAIC HOLDINGS, INC. 4,098$105,5900.00%
FMR LLC 12$3090.00%
View complete list of WISDOMTREE TR shareholders