HB Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 174 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 12.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$252,539
+20.8%
5,459
+16.9%
0.00%0.0%
Q2 2022$209,000
-32.1%
4,671
-19.2%
0.00%
-33.3%
Q1 2022$308,000
-16.5%
5,784
-17.2%
0.01%
-14.3%
Q4 2021$369,0006,9820.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 592,267$27,629,0009.16%
Crestwood Advisors Group, LLC 489,865$22,852,0004.01%
3D ASSET MANAGEMENT, INC 260,126$12,135,0003.94%
TOMPKINS FINANCIAL CORP 287,056$13,391,0003.74%
OLD DOMINION CAPITAL MANAGEMENT INC 73,418$3,425,0003.46%
LVM CAPITAL MANAGEMENT LTD/MI 161,923$7,554,0002.84%
KINGS POINT CAPITAL MANAGEMENT 145,049$6,767,0002.60%
America First Investment Advisors, LLC 109,727$5,119,0002.56%
Efficient Advisors, LLC 211,210$9,853,0002.53%
JOHNSON INVESTMENT COUNSEL INC 1,337,175$62,379,0002.49%
View complete list of WISDOMTREE TR shareholders