LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 42 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$743,535
+1.6%
19,794
+5.4%
0.00%0.0%
Q2 2023$732,131
+182.8%
18,774
+181.8%
0.00%
Q1 2023$258,898
+8.0%
6,663
+0.4%
0.00%
Q4 2022$239,648
+15.8%
6,635
-2.2%
0.00%
Q3 2022$207,000
-26.1%
6,785
-14.0%
0.00%
Q2 2022$280,000
-12.8%
7,885
-1.5%
0.00%
Q1 2022$321,000
-5.3%
8,002
-1.2%
0.00%
Q4 2021$339,000
-43.8%
8,101
-45.3%
0.00%
-100.0%
Q3 2021$603,000
-8.2%
14,797
-2.7%
0.00%0.0%
Q2 2021$657,000
+10.8%
15,200
+8.9%
0.00%0.0%
Q1 2021$593,000
+3.7%
13,958
-1.3%
0.00%0.0%
Q4 2020$572,000
+11.1%
14,139
-1.3%
0.00%0.0%
Q3 2020$515,000
-32.2%
14,326
-33.0%
0.00%0.0%
Q2 2020$760,000
+16.4%
21,388
+3.0%
0.00%0.0%
Q1 2020$653,000
-29.9%
20,757
-5.0%
0.00%
-50.0%
Q4 2019$931,000
-9.2%
21,854
-13.9%
0.00%0.0%
Q3 2019$1,025,000
-20.8%
25,382
-19.5%
0.00%
-33.3%
Q2 2019$1,295,000
-9.9%
31,513
-9.8%
0.00%0.0%
Q1 2019$1,438,000
-28.6%
34,923
-34.3%
0.00%
-40.0%
Q4 2018$2,014,000
-7.6%
53,141
+2.5%
0.01%0.0%
Q3 2018$2,179,000
+4.3%
51,841
+3.8%
0.01%0.0%
Q2 2018$2,090,000
-3.6%
49,952
-0.1%
0.01%
-16.7%
Q1 2018$2,169,000
-1.1%
50,007
-1.0%
0.01%
-14.3%
Q4 2017$2,193,000
-3.0%
50,523
-4.6%
0.01%
-12.5%
Q3 2017$2,260,000
-7.8%
52,978
-11.8%
0.01%
-11.1%
Q2 2017$2,452,000
-20.4%
60,087
-22.9%
0.01%
-57.1%
Q1 2017$3,081,000
-15.3%
77,889
-19.6%
0.02%
-25.0%
Q4 2016$3,637,000
-30.4%
96,825
-28.1%
0.03%
-44.0%
Q3 2016$5,225,000
+3.6%
134,758
-1.1%
0.05%
+16.3%
Q2 2016$5,045,000
-46.8%
136,266
-46.8%
0.04%
+65.4%
Q1 2016$9,477,000
+12.1%
256,148
+13.3%
0.03%
+13.0%
Q4 2015$8,452,000
+97.2%
226,058
+108.8%
0.02%
-4.2%
Q3 2015$4,287,000
-7.7%
108,267
-2.5%
0.02%0.0%
Q2 2015$4,644,000
-7.0%
111,066
-2.0%
0.02%
-7.7%
Q1 2015$4,996,000
-1.2%
113,379
-3.5%
0.03%
-7.1%
Q4 2014$5,055,000
-10.9%
117,525
-4.2%
0.03%
-17.6%
Q3 2014$5,673,000
-10.4%
122,684
-1.8%
0.03%
-8.1%
Q2 2014$6,330,000
-4.3%
124,929
-7.0%
0.04%
-9.8%
Q1 2014$6,614,000
-14.4%
134,323
-17.3%
0.04%
-14.6%
Q4 2013$7,730,000
-11.2%
162,335
-13.7%
0.05%
-17.2%
Q3 2013$8,704,000
+12.9%
188,078
-2.2%
0.06%
+5.5%
Q2 2013$7,711,000192,3410.06%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Truvestments Capital LLC 7,330$261,0000.15%
XML Financial, LLC 11,819$420,0000.10%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,877$102,0000.05%
Urban Wealth Management, LLC 400$14,0000.05%
Larson Financial Group LLC 5,488$195,0000.03%
Sigma Planning Corp 15,117$538,0000.02%
Founders Financial Alliance, LLC 726$26,0000.01%
American Portfolios Advisors 7,435$264,3690.01%
GHP Investment Advisors, Inc. 3,588$128,0000.01%
OLD NATIONAL BANCORP /IN/ 8,090$288,0000.01%
View complete list of WISDOMTREE TR shareholders