NATIONS FINANCIAL GROUP INC, /IA/ /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
NATIONS FINANCIAL GROUP INC, /IA/ /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$201,208
-3.1%
3,3440.0%0.02%0.0%
Q2 2023$207,629
+2.5%
3,3440.0%0.02%
-4.8%
Q1 2023$202,613
-0.1%
3,3440.0%0.02%
-8.7%
Q4 2022$202,814
-6.1%
3,3440.0%0.02%
-11.5%
Q1 2022$216,0003,3440.03%
Other shareholders
WISDOMTREE TR shareholders Q1 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