Valmark Advisers, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 49 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$201,126
+0.1%
5,342
+5.5%
0.00%0.0%
Q1 2022$201,000
-32.6%
5,062
-24.7%
0.00%
-33.3%
Q4 2017$298,000
+1.4%
6,7230.0%0.01%
-14.3%
Q3 2017$294,000
+6.1%
6,723
+1.4%
0.01%0.0%
Q2 2017$277,000
+3.4%
6,630
+0.6%
0.01%0.0%
Q1 2017$268,000
+5.9%
6,593
-0.5%
0.01%
+16.7%
Q4 2016$253,000
-51.3%
6,627
-51.2%
0.01%
-53.8%
Q3 2016$519,000
-43.2%
13,583
-45.8%
0.01%
-43.5%
Q2 2016$913,000
+90.2%
25,069
+94.9%
0.02%
+91.7%
Q1 2016$480,00012,8620.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
NameSharesValueWeighting ↓
Providence Wealth Advisors, LLC 37,106$1,233,0000.89%
Wealthspire Advisors, LLC 1,069,644$36,978,0000.77%
Evanson Asset Management, LLC 115,434$3,991,0000.44%
Fieldpoint Private Securities, LLC 39,495$1,365,0000.40%
Financial Architects, Inc 7,198$249,0000.32%
PrairieView Partners, LLC 45,422$1,570,0000.24%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 152,248$5,213,0000.22%
Wealthcare Advisory Partners LLC 86,559$2,992,0000.18%
Element Wealth, LLC 4,035$139,0000.14%
Passive Capital Management, LLC. 7,690$265,8430.14%
View complete list of WISDOMTREE TR shareholders