AVANTAX ADVISORY SERVICES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$379,345
-2.0%
10,4810.0%0.00%0.0%
Q2 2023$387,151
-2.0%
10,481
-0.1%
0.00%
-20.0%
Q1 2023$395,026
+5.0%
10,4920.0%0.01%0.0%
Q4 2022$376,351
+18.3%
10,4920.0%0.01%0.0%
Q3 2022$318,000
-14.3%
10,492
-2.2%
0.01%
-16.7%
Q2 2022$371,000
-12.7%
10,723
+0.0%
0.01%0.0%
Q1 2022$425,000
+2.4%
10,7220.0%0.01%0.0%
Q4 2021$415,000
+2.2%
10,7220.0%0.01%
-14.3%
Q3 2021$406,000
-4.2%
10,7220.0%0.01%
-12.5%
Q2 2021$424,000
+1.0%
10,722
-0.1%
0.01%
-11.1%
Q1 2021$420,000
+4.7%
10,7320.0%0.01%
-10.0%
Q4 2020$401,000
-29.9%
10,732
-38.5%
0.01%
+11.1%
Q3 2020$572,000
+65.8%
17,447
+66.1%
0.01%
-10.0%
Q2 2020$345,000
-3.6%
10,501
-14.0%
0.01%
-9.1%
Q1 2020$358,000
-27.7%
12,210
+3.4%
0.01%0.0%
Q4 2019$495,00011,8120.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 270,418$11,690,0004.18%
Aris Wealth Services, Inc. 18,881$816,0000.76%
BBVA USA Bancshares, Inc. 329,585$14,248,0000.64%
Linscomb Wealth, Inc. 92,011$3,978,0000.43%
FIFTH THIRD BANCORP 875,965$37,868,0000.33%
LVM CAPITAL MANAGEMENT LTD/MI 17,015$736,0000.25%
Madrona Financial Services, LLC 5,618$243,0000.24%
MOTCO 44,912$1,942,0000.22%
Veritable, L.P. 217,824$9,417,0000.20%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 332,745$15,097,0000.18%
View complete list of WISDOMTREE TR shareholders