Fiduciary Alliance 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 Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fiduciary Alliance LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$20,425
+7.2%
4330.0%0.00%
-20.0%
Q4 2022$19,0564330.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Key FInancial Inc 70,783$2,896,0003.32%
PBMares Wealth Management LLC 13,175$538,0000.81%
Private Vista, LLC 32,625$1,330,0000.64%
StrategIQ Financial Group, LLC 58,251$2,377,0000.64%
Baystate Wealth Management LLC 105,825$4,319,0000.51%
Lantz Financial LLC 16,451$671,0000.48%
Avidian Wealth Solutions, LLC 65,540$2,675,0000.36%
Creative Planning 2,831,252$115,543,0000.33%
Evanson Asset Management, LLC 35,879$1,464,0000.29%
Aprio Wealth Management, LLC 7,148$292,0000.28%
View complete list of WISDOMTREE TR shareholders