Southland Equity Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUDG and the CUSIP is 97717X610. A total of 38 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Southland Equity Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$391,269
-31.9%
13,694
-27.1%
0.14%
-30.4%
Q2 2023$574,793
-0.7%
18,782
-2.2%
0.19%
-14.9%
Q1 2023$578,933
+10.9%
19,198
+0.3%
0.23%
+13.4%
Q4 2022$522,020
+55.9%
19,138
+32.0%
0.20%
+22.6%
Q3 2022$334,736
+13.9%
14,497
+29.6%
0.16%
+22.4%
Q2 2022$293,870
-8.9%
11,184
+8.4%
0.13%0.0%
Q1 2022$322,749
+15.4%
10,317
+27.0%
0.13%
+16.5%
Q4 2021$279,665
+14.6%
8,125
+7.0%
0.12%
+2.7%
Q3 2021$243,987
-4.9%
7,594
-0.3%
0.11%
-7.4%
Q2 2021$256,473
+11.0%
7,615
+3.1%
0.12%
-7.6%
Q1 2021$230,9867,3870.13%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cedar Wealth Management, LLC 49,438$1,412,5470.56%
Old Port Advisors 37,658$1,075,9740.39%
VALLEY WEALTH MANAGERS, INC. 146,665$4,190,5560.35%
Colorado Capital Management, Inc. 14,357$4100.31%
Southland Equity Partners LLC 13,694$391,2690.14%
CAPITAL MANAGEMENT CORP /VA 10,500$300,0090.07%
HEADINVEST, LLC 10,828$305,4500.07%
HARBOUR INVESTMENTS, INC. 31,995$914,1760.05%
BEACON FINANCIAL GROUP 9,161$2760.04%
Cambridge Investment Research Advisors, Inc. 273,095$7,8030.04%
View complete list of WISDOMTREE TR shareholders