NORTH STAR ASSET MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 177 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
NORTH STAR ASSET MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$714,566
-38.2%
11,793
-38.1%
0.04%
-41.7%
Q4 2022$1,156,381
+81.0%
19,066
+61.9%
0.07%
+63.6%
Q3 2022$639,000
-6.3%
11,7760.0%0.04%
-2.2%
Q2 2022$682,000
+11.8%
11,776
+24.6%
0.04%
+32.4%
Q1 2022$610,0009,4540.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
626 Financial, LLC 314,548$18,926,33212.80%
Pinnacle Financial Group, LLC / IL 308,137$18,540,59411.03%
Vertex Planning Partners, LLC 338,573$20,371,9327.01%
Melone Private Wealth, LLC 114,754$6,904,7344.94%
FFG RETIREMENT ADVISORS LLC 96,567$5,810,4364.82%
Avant Capital LLC 29,271$1,761,2562.01%
KLR INVESTMENT ADVISORS, LLC 22,357$1,354,6371.23%
Capital Advisory Group Advisory Services, LLC 34,282$2,062,7481.17%
Connecticut Wealth Management, LLC 282,675$17,008,5551.16%
MGO Private Wealth, LLC 21,831$1,313,5870.98%
View complete list of WISDOMTREE TR shareholders