Brinker Capital Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$906,000
-28.5%
23,905
-25.3%
0.01%
-17.6%
Q2 2021$1,268,000
-11.5%
32,005
-12.2%
0.02%
-19.0%
Q1 2021$1,432,000
-33.6%
36,440
-36.7%
0.02%
-36.4%
Q4 2020$2,156,000
-4.9%
57,579
-16.4%
0.03%
-15.4%
Q3 2020$2,267,000
-9.0%
68,905
-8.9%
0.04%
-62.5%
Q2 2020$2,492,000
-2.5%
75,618
-12.8%
0.10%
-11.1%
Q1 2020$2,556,000
-38.5%
86,686
-12.3%
0.12%
-15.8%
Q4 2019$4,157,000
+5.1%
98,872
-2.5%
0.14%
+1.5%
Q3 2019$3,956,000
-14.3%
101,399
-11.3%
0.14%
-4.9%
Q2 2019$4,615,000
-5.2%
114,269
-5.5%
0.14%
-7.7%
Q1 2019$4,867,000
+3.7%
120,860
-4.5%
0.16%
-4.9%
Q4 2018$4,695,000
-23.6%
126,507
-14.0%
0.16%
-14.1%
Q3 2018$6,145,000
-1.6%
147,089
-2.5%
0.19%
-4.5%
Q2 2018$6,247,000
+8.7%
150,889
+14.4%
0.20%
+8.1%
Q1 2018$5,745,000
+182.3%
131,866
+187.6%
0.18%
+176.1%
Q4 2017$2,035,00045,8490.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Vertex Planning Partners, LLC 611,241$22,123,9957.62%
BOS Asset Management, LLC 37,274$1,349,1400.99%
Breakwater Capital Group 39,837$1,408,2380.48%
CAHILL FINANCIAL ADVISORS INC 76,672$2,775,1730.46%
Formidable Asset Management, LLC 52,678$1,906,6880.42%
Evanson Asset Management, LLC 110,422$3,996,7300.37%
WealthPLAN Partners, LLC 55,099$1,994,3190.23%
Hilltop Partners LLC 15,068$545,3890.23%
Wealthcare Advisory Partners LLC 99,344$3,595,7730.16%
PrairieView Partners, LLC 31,963$1,1560.16%
View complete list of WISDOMTREE TR shareholders