Treasure Coast Financial Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGRS and the CUSIP is 97717X651. A total of 84 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Treasure Coast Financial Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$205,373
-17.5%
4,986
-15.0%
0.14%
-14.9%
Q2 2023$248,894
+2.0%
5,866
-0.1%
0.17%
-1.8%
Q1 2023$244,099
-6.5%
5,872
-9.4%
0.17%
-12.3%
Q4 2022$261,0006,4840.20%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stokes Capital Advisors, LLC 44,279$1,582,0001.07%
Linscomb Wealth, Inc. 290,390$10,374,0000.85%
Clearwater Capital Advisors, LLC 107,887$3,854,0000.85%
LVM CAPITAL MANAGEMENT LTD/MI 67,805$2,422,0000.55%
Seneca House Advisors 12,959$463,0000.40%
Gemmer Asset Management LLC 24,318$869,0000.30%
Denver PWM, LLC 9,795$341,0000.26%
Sargent Bickham Lagudis LLC 58,893$2,104,0000.25%
CADENCE BANK NA 14,984$536,0000.20%
YorkBridge Wealth Partners, LLC 7,511$254,0000.12%
View complete list of WISDOMTREE TR shareholders