Balboa Wealth Partners - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Balboa Wealth Partners ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2024$201,681
-7.4%
5,089
-12.0%
0.06%
-28.0%
Q1 2023$217,6995,7820.08%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Providence Wealth Advisors, LLC 67,494$2,727,0002.51%
Evanson Asset Management, LLC 159,603$6,710,0001.32%
Beacon Pointe Advisors, LLC 29,421$1,235,0000.38%
LVM CAPITAL MANAGEMENT LTD/MI 40,138$1,687,0000.33%
Beacon Pointe Wealth Advisors, LLC 38,524$1,620,0000.30%
WealthPLAN Partners, LLC 57,160$2,363,0000.28%
Madrona Financial Services, LLC 9,053$381,0000.28%
PrairieView Partners, LLC 24,765$1,041,0000.22%
Linscomb Wealth, Inc. 76,453$3,214,0000.21%
Brinker Capital Investments, LLC 98,872$4,157,0000.14%
View complete list of WISDOMTREE TR shareholders