Resurgent Financial Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 84 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Resurgent Financial Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$39,068
-0.7%
856
+2.6%
0.03%
+3.8%
Q2 2023$39,358
+1.0%
8340.0%0.03%0.0%
Q1 2023$38,966
+7.1%
834
+1.0%
0.03%
+36.8%
Q4 2022$36,3708260.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
RELIANCE TRUST CO 9,984$425,00010.62%
Private Vista, LLC 387,200$16,464,0003.83%
Highwater Wealth Management, LLC 14,240$606,0001.42%
BEACON FINANCIAL GROUP 97,499$4,155,0000.78%
Baystate Wealth Management LLC 117,871$5,283,0000.77%
StrategIQ Financial Group, LLC 34,438$1,464,0000.50%
Evanson Asset Management, LLC 42,001$1,786,0000.41%
Creative Planning 2,169,141$92,232,0000.38%
BROOKS, MOORE & ASSOCIATES, INC. 7,050$300,0000.30%
Biltmore Family Office, LLC 12,500$532,0000.30%
View complete list of WISDOMTREE TR shareholders