Corient Private Wealth LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 83 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Corient Private Wealth LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$544,110
-0.8%
11,927
+2.6%
0.00%0.0%
Q2 2023$548,44611,6270.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Key FInancial Inc 256,508$11,978,9214.37%
Powers Advisory Group, LLC 79,748$3,724,2382.60%
BIP Wealth, LLC 182,726$8,532,4320.94%
HUNTINGTON NATIONAL BANK 1,815,692$84,792,9840.84%
Avidian Wealth Solutions, LLC 218,622$10,209,6450.56%
Meridian Financial Partners LLC 9,638$4660.53%
Altrius Capital Management Inc 20,683$965,8960.30%
Baystate Wealth Management LLC 63,673$2,973,5400.26%
StrategIQ Financial Group, LLC 47,903$2,237,0640.26%
True Wealth Design, LLC 12,334$576,0080.24%
View complete list of WISDOMTREE TR shareholders