LRI Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 90 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LRI Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$105,751
-1.9%
2,0850.0%0.01%
-55.6%
Q1 2024$107,8202,0850.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Key FInancial Inc 280,443$14,224,0693.41%
Powers Advisory Group, LLC 82,661$4,192,5572.29%
Evernest Financial Advisors, LLC 88,332$4,480,1822.01%
Cascade Financial Partners, LLC 204,662$10,380,4691.36%
BIP Wealth, LLC 235,625$11,950,9290.98%
HUNTINGTON NATIONAL BANK 848,497$43,035,7730.33%
Golden State Equity Partners 29,400$1,491,1620.31%
Avidian Wealth Solutions, LLC 130,088$6,598,0450.27%
Meridian Financial Partners LLC 8,068$4200.25%
Altrius Capital Management Inc 17,090$866,8040.23%
View complete list of WISDOMTREE TR shareholders