CASTLE 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
CASTLE WEALTH MANAGEMENT LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$10,000
-23.1%
265
-23.2%
0.01%
-25.0%
Q2 2022$13,0003450.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Riverview Trust Co 547,820$20,840,00014.02%
Financial Planning & Information Services, Inc. 717,885$27,308,00010.86%
INSPIRION WEALTH ADVISORS, LLC 612,570$23,302,0007.87%
Johanson Financial Advisors, Inc. 5,517,541$145,046,0006.89%
IAG Wealth Partners, LLC 270,208$10,279,0006.71%
SVA Wealth Management, LLC 1,876,771$71,392,0006.54%
Linscomb Wealth, Inc. 2,082,123$79,204,0005.17%
Financial Insights, Inc. 154,120$5,863,0005.14%
Private Wealth Strategies, L.L.C. 332,983$12,667,0005.05%
Apexium Financial, LP 95,631$3,638,0004.70%
View complete list of WISDOMTREE TR shareholders