Seed Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Seed Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$259,056
-0.6%
5,6000.0%0.29%
+5.4%
Q2 2023$260,568
+1.6%
5,6000.0%0.28%
-4.8%
Q1 2023$256,424
+4.1%
5,6000.0%0.29%
+2.8%
Q4 2022$246,3445,6000.28%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
EisnerAmper Wealth Management Corporate Benefits, LLC 211,599$8,864,0007.65%
Great Point Wealth Advisors, LLC 175,069$7,333,0006.94%
America First Investment Advisors, LLC 271,851$11,388,0003.81%
Neumann Capital Management, LLC 120,396$5,043,0003.80%
Financial Planning & Information Services, Inc. 182,924$7,663,0003.79%
White Pine Investment CO 130,344$5,460,0002.92%
Stratford Consulting, LLC 150,142$6,289,0002.53%
Biltmore Family Office, LLC 95,489$4,000,0002.26%
Efficient Advisors, LLC 259,653$10,877,0002.02%
Community Financial Services Group, LLC 127,315$5,333,0002.02%
View complete list of WISDOMTREE TR shareholders