GHP Investment Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
GHP Investment Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$115,980
-4.5%
3,113
+0.4%
0.01%0.0%
Q2 2023$121,414
+0.5%
3,101
-0.3%
0.01%
-12.5%
Q1 2023$120,787
+8.0%
3,109
+0.4%
0.01%0.0%
Q4 2022$111,830
+1.7%
3,096
-14.2%
0.01%0.0%
Q3 2022$110,000
-14.1%
3,607
+0.5%
0.01%
-20.0%
Q2 2022$128,000
-27.3%
3,588
-18.6%
0.01%
-16.7%
Q1 2022$176,000
-61.7%
4,409
-59.1%
0.01%
-75.5%
Q4 2019$459,000
+2.7%
10,769
-2.8%
0.05%
-12.5%
Q3 2019$447,000
+21.1%
11,082
+23.4%
0.06%
+24.4%
Q2 2019$369,000
-2.1%
8,984
-1.8%
0.04%
-8.2%
Q1 2019$377,000
+8.6%
9,152
-0.0%
0.05%
-5.8%
Q4 2018$347,000
-41.7%
9,154
-35.3%
0.05%
-35.0%
Q3 2018$595,000
-3.1%
14,158
-3.4%
0.08%
-7.0%
Q2 2018$614,000
-6.1%
14,662
-2.8%
0.09%
-7.5%
Q1 2018$654,000
-1.4%
15,084
-1.2%
0.09%
-1.1%
Q4 2017$663,000
+2.3%
15,268
+0.5%
0.09%
-4.1%
Q3 2017$648,000
+7.6%
15,196
+2.9%
0.10%
+3.2%
Q2 2017$602,000
-51.3%
14,764
-52.5%
0.10%
-55.2%
Q1 2017$1,237,000
+426.4%
31,098
+393.9%
0.21%
+381.8%
Q4 2016$235,000
-47.9%
6,297
-45.6%
0.04%
-52.2%
Q3 2016$451,000
+13.9%
11,566
+10.5%
0.09%
+8.2%
Q2 2016$396,000
+32.9%
10,466
+34.4%
0.08%
+26.9%
Q1 2016$298,000
+8.8%
7,789
+8.0%
0.07%
+1.5%
Q4 2015$274,000
-27.5%
7,214
-27.3%
0.07%
-32.7%
Q3 2015$378,000
-12.9%
9,923
-3.2%
0.10%
-8.4%
Q2 2015$434,000
-6.7%
10,250
-3.2%
0.11%
-12.3%
Q1 2015$465,000
+2.2%
10,592
+0.1%
0.12%
-2.4%
Q4 2014$455,00010,5790.12%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 80,150$3,267,0000.45%
XML Financial, LLC 52,395$2,136,0000.28%
Truvestments Capital LLC 4,566$186,0000.10%
Bedel Financial Consulting, Inc. 3,373$137,0000.05%
Larson Financial Group LLC 5,513$225,0000.04%
KESTRA PRIVATE WEALTH SERVICES, LLC 17,537$715,0000.04%
Cetera Advisor Networks LLC 28,112$1,146,0000.02%
Sigma Planning Corp 12,636$515,0000.02%
WEDBUSH SECURITIES INC 7,523$307,0000.02%
American Portfolios Advisors 9,365$381,7450.01%
View complete list of WISDOMTREE TR shareholders