WISDOMTREE TR's ticker is DOL and the CUSIP is 97717W794. A total of 87 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Key FInancial Inc | 262,488 | $11,974,703 | 4.04% |
| Powers Advisory Group, LLC | 80,471 | $3,671,066 | 2.49% |
| BIP Wealth, LLC | 200,003 | $9,124,221 | 0.84% |
| HUNTINGTON NATIONAL BANK | 1,630,873 | $74,400,452 | 0.75% |
| Avidian Wealth Solutions, LLC | 145,188 | $6,623,455 | 0.47% |
| Meridian Financial Partners LLC | 8,290 | $372 | 0.38% |
| CX Institutional | 131,072 | $5,979,503 | 0.33% |
| Baystate Wealth Management LLC | 64,262 | $2,931,644 | 0.24% |
| StrategIQ Financial Group, LLC | 45,456 | $2,073,684 | 0.24% |
| Altrius Capital Management Inc | 17,245 | $786,758 | 0.23% |
| Creative Planning | 2,933,866 | $133,842,994 | 0.18% |
| True Wealth Design, LLC | 11,633 | $530,706 | 0.18% |
| VANCE WEALTH, INC. | 6,150 | $280,563 | 0.13% |
| PSI Advisors, LLC | 6,407 | $292,288 | 0.13% |
| PBMares Wealth Management LLC | 6,398 | $291,890 | 0.10% |
| Institute for Wealth Management, LLC. | 11,921 | $543,820 | 0.10% |
| Lantz Financial LLC | 4,716 | $215,144 | 0.09% |
| HOWE & RUSLING INC | 14,375 | $655,785 | 0.08% |
| Gladstone Institutional Advisory LLC | 23,131 | $1,055,223 | 0.07% |
| Newton One Investments LLC | 2,327 | $106,162 | 0.06% |
External links
This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.