NBC SECURITIES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DGS and the CUSIP is 97717W281. A total of 223 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NBC SECURITIES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$553
+7.8%
10,767
+8.8%
0.05%
+4.2%
Q1 2024$513
+81.3%
9,895
+74.0%
0.05%
+65.5%
Q4 2023$283
+82.6%
5,686
+69.3%
0.03%
+70.6%
Q3 2023$1553,3590.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 618,189$28,492,0008.80%
Crestwood Advisors Group, LLC 512,752$23,633,0003.77%
3D ASSET MANAGEMENT, INC 266,018$12,261,0003.73%
TOMPKINS FINANCIAL CORP 292,006$13,458,0003.48%
OLD DOMINION CAPITAL MANAGEMENT INC 71,137$3,269,0003.28%
LVM CAPITAL MANAGEMENT LTD/MI 179,634$8,279,0002.94%
Efficient Advisors, LLC 223,627$10,307,0002.50%
America First Investment Advisors, LLC 112,037$5,164,0002.41%
KINGS POINT CAPITAL MANAGEMENT 148,326$6,836,0002.39%
JFS WEALTH ADVISORS, LLC 117,660$5,423,0002.36%
View complete list of WISDOMTREE TR shareholders