Cassady Schiller Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cassady Schiller Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$31,538
+2.6%
7500.0%0.02%
+21.4%
Q1 2023$30,735
-0.4%
7500.0%0.01%
-26.3%
Q4 2022$30,855
-6.5%
7500.0%0.02%
-5.0%
Q4 2021$33,0007500.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Planning & Information Services, Inc. 1,048,666$43,142,1109.15%
Melone Private Wealth, LLC 229,395$9,437,2938.00%
IAG Wealth Partners, LLC 466,556$19,194,1055.66%
Linscomb & Williams, Inc. 2,269,083$93,350,0684.74%
Marion Wealth Management 204,102$8,396,7673.54%
RiverTree Advisors, LLC 95,332$3,921,9583.22%
Concord Wealth Partners 230,481$9,481,9882.85%
Private Wealth Strategies, L.L.C. 248,166$10,209,3612.72%
DB Wealth Management Group, LLC 97,840$4,025,1282.61%
Bickling Financial Services, Inc. 99,589$4,097,0852.56%
View complete list of WISDOMTREE TR shareholders