AVANTAX ADVISORY SERVICES, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DWMF and the CUSIP is 97717Y774. A total of 19 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$19,685,829
-2.1%
801,345
+0.1%
0.22%
-4.3%
Q2 2023$20,109,867
-1.9%
800,301
-2.2%
0.23%
-8.4%
Q1 2023$20,494,793
+5.0%
818,260
-0.3%
0.25%
-3.5%
Q4 2022$19,514,127
+14.1%
820,508
+4.1%
0.26%
-1.1%
Q3 2022$17,103,000
-2.1%
788,170
+6.0%
0.26%0.0%
Q2 2022$17,478,000
-10.5%
743,442
-4.2%
0.26%
-1.9%
Q1 2022$19,522,000
-11.4%
775,836
-6.5%
0.27%
-19.3%
Q4 2021$22,036,000
+3.7%
829,580
+1.0%
0.33%
-6.5%
Q3 2021$21,260,000
+2.6%
821,584
+3.7%
0.36%
-5.6%
Q2 2021$20,724,000
+15.4%
792,475
+12.4%
0.38%
-2.6%
Q1 2021$17,961,000
+4.4%
704,877
+1.5%
0.39%
-5.6%
Q4 2020$17,204,000
-1.0%
694,608
-4.3%
0.41%
+46.6%
Q3 2020$17,374,000
+14.2%
726,049
+10.9%
0.28%
-36.4%
Q2 2020$15,220,000
+14.6%
654,941
+3.4%
0.44%
+10.9%
Q1 2020$13,278,000
-12.2%
633,649
+7.3%
0.40%
+12.8%
Q4 2019$15,127,000
+9.5%
590,802
+6.5%
0.35%
-37.2%
Q3 2019$13,818,000
+15.9%
554,937
+15.6%
0.56%
+6.3%
Q2 2019$11,925,000
+111.5%
480,091
+111.6%
0.53%
+75.3%
Q1 2019$5,637,000226,8730.30%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
AVANTAX ADVISORY SERVICES, INC. 792,475$20,724,0000.38%
Insight Advisors, LLC/ PA 14,251$377,0000.12%
ACG Wealth 34,010$889,0000.11%
OLD MISSION CAPITAL LLC 90,573$2,368,0000.08%
Arkadios Wealth Advisors 21,033$549,0000.07%
RFG Advisory, LLC 11,498$301,0000.03%
Private Advisor Group, LLC 21,714$568,0000.01%
Patriot Financial Group Insurance Agency, LLC 563$15,0000.00%
Cambridge Investment Research Advisors, Inc. 19,182$501,0000.00%
CREATIVE FINANCIAL DESIGNS INC /ADV 332$9,0000.00%
View complete list of WISDOMTREE TR shareholders