COURIER CAPITAL LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COURIER CAPITAL LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$200,854
-5.3%
5,335
+0.2%
0.02%
+4.8%
Q1 2022$212,000
+2.9%
5,326
+0.0%
0.02%
+10.5%
Q4 2021$206,000
+2.0%
5,325
+0.0%
0.02%0.0%
Q3 2021$202,000
-6.0%
5,324
-2.0%
0.02%
-5.0%
Q2 2021$215,000
+0.9%
5,433
+0.0%
0.02%
-9.1%
Q1 2021$213,000
+4.9%
5,431
+0.0%
0.02%0.0%
Q4 2020$203,000
-11.0%
5,430
+0.1%
0.02%
-18.5%
Q4 2019$228,000
+10.7%
5,424
+0.0%
0.03%0.0%
Q3 2019$206,000
-5.9%
5,423
+0.0%
0.03%
-3.6%
Q2 2019$219,000
+0.5%
5,422
+0.0%
0.03%0.0%
Q1 2019$218,000
+8.5%
5,420
+0.0%
0.03%
-3.4%
Q4 2018$201,000
-42.1%
5,419
-34.7%
0.03%
-31.0%
Q3 2018$347,000
-1.4%
8,296
-2.3%
0.04%
-6.7%
Q2 2018$352,000
-4.9%
8,495
+0.0%
0.04%
-8.2%
Q1 2018$370,000
-1.9%
8,493
+0.0%
0.05%
+2.1%
Q4 2017$377,000
+1.3%
8,492
+0.0%
0.05%
-7.7%
Q3 2017$372,000
+5.1%
8,491
+0.0%
0.05%
-14.8%
Q2 2017$354,000
+2.6%
8,490
+0.0%
0.06%0.0%
Q1 2017$345,000
+6.8%
8,4880.0%0.06%
-1.6%
Q4 2016$323,000
-0.6%
8,488
+0.0%
0.06%
-3.1%
Q3 2016$325,000
+6.6%
8,487
+1.3%
0.06%
+4.9%
Q2 2016$305,000
-9.8%
8,377
-7.4%
0.06%
-12.9%
Q1 2016$338,000
-0.9%
9,0440.0%0.07%
-4.1%
Q4 2015$341,000
+0.6%
9,0440.0%0.07%
-2.7%
Q3 2015$339,000
-11.3%
9,0440.0%0.08%
-2.6%
Q2 2015$382,000
-2.3%
9,0440.0%0.08%0.0%
Q1 2015$391,000
+2.1%
9,0440.0%0.08%0.0%
Q4 2014$383,000
+25.6%
9,044
+35.0%
0.08%
+24.2%
Q3 2014$305,000
-7.3%
6,7010.0%0.06%
-4.6%
Q2 2014$329,000
-1.5%
6,701
-4.3%
0.06%
-5.8%
Q1 2014$334,000
+11.7%
7,001
+11.0%
0.07%
+7.8%
Q4 2013$299,000
+21.1%
6,310
+15.0%
0.06%
+12.3%
Q3 2013$247,000
+12.8%
5,4850.0%0.06%
+3.6%
Q2 2013$219,0005,4850.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,430$35,771,0005.09%
Providence Wealth Advisors, LLC 30,326$1,139,0000.95%
Evanson Asset Management, LLC 138,044$5,168,0000.82%
PrairieView Partners, LLC 49,268$1,845,0000.32%
WealthPLAN Partners, LLC 59,633$2,263,0000.19%
Marshall Financial Group LLC 5,499$206,0000.13%
Madrona Financial Services, LLC 5,878$220,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 18,268$684,0000.12%
Beacon Pointe Advisors, LLC 37,210$1,395,0000.10%
OLD MISSION CAPITAL, LLC 40,258$1,507,0000.09%
View complete list of WISDOMTREE TR shareholders