WISDOMTREE TR shareholders Q3 2023

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Vertex Planning Partners, LLC 611,241$22,123,9957.62%
BOS Asset Management, LLC 37,274$1,349,1400.99%
Breakwater Capital Group 39,837$1,408,2380.48%
CAHILL FINANCIAL ADVISORS INC 76,672$2,775,1730.46%
Formidable Asset Management, LLC 52,678$1,906,6880.42%
Evanson Asset Management, LLC 110,422$3,996,7300.37%
WealthPLAN Partners, LLC 55,099$1,994,3190.23%
Hilltop Partners LLC 15,068$545,3890.23%
Wealthcare Advisory Partners LLC 99,344$3,595,7730.16%
PrairieView Partners, LLC 31,963$1,1560.16%
Crescent Grove Advisors, LLC 33,802$1,223,4700.15%
Wealthspire Advisors, LLC 218,410$7,905,3850.13%
Beacon Pointe Advisors, LLC 252,407$9,135,9050.11%
Element Wealth, LLC 3,636$131,6210.10%
Snowden Capital Advisors LLC 43,206$1,563,8500.07%
Amplius Wealth Advisors, LLC 12,508$452,7300.06%
Clearwater Capital Advisors, LLC 12,718$460,3310.06%
Linscomb & Williams, Inc. 25,534$924,2090.05%
OLD MISSION CAPITAL LLC 66,588$2,410,1660.05%
Steward Partners Investment Advisory, LLC 82,115$2,972,1670.05%
External links

This page lists WISDOMTREE TR's shareholders in Q3 2023. To view WISDOMTREE TR's shareholder history, click here.