Core Wealth Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 60 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Core Wealth Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$262,920
-2.8%
3,5000.0%0.18%
-12.2%
Q1 2024$270,550
+3.2%
3,5000.0%0.20%
-4.7%
Q4 2023$262,150
+8.6%
3,5000.0%0.22%
-1.8%
Q3 2023$241,360
+3.5%
3,5000.0%0.22%
+1.9%
Q2 2023$233,135
-0.3%
3,5000.0%0.22%
-8.5%
Q1 2023$233,9403,5000.24%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 74,800$5,618,9691.89%
Schoolcraft Capital LLC 71,557$5,375,3831.15%
Motley Fool Wealth Management, LLC 268,639$20,153,6501.03%
NKCFO LLC 24,550$1,8441.01%
Core Wealth Partners LLC 3,500$262,9200.18%
ROBERTS GLORE & CO INC /IL/ 5,540$416,1650.13%
3EDGE Asset Management, LP 15,669$1,177,0620.09%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,910$519,0480.09%
E&G Advisors, LP 3,081$231,4450.07%
Paragon Capital Management Ltd 4,000$300,4800.06%
View complete list of WISDOMTREE TR shareholders