LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 30 filers reported holding WISDOMTREE TR in Q4 2021. 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$9,278,347
-0.2%
204,634
+2.4%
0.01%
-14.3%
Q2 2023$9,300,060
+31.2%
199,878
+31.9%
0.01%
+16.7%
Q1 2023$7,088,683
-29.5%
151,482
-29.5%
0.01%
-33.3%
Q4 2022$10,060,438
+154.6%
214,966
+123.8%
0.01%
+125.0%
Q3 2022$3,951,000
-14.6%
96,046
-4.5%
0.00%0.0%
Q2 2022$4,627,000
+55.4%
100,606
+72.7%
0.00%
+33.3%
Q1 2022$2,977,000
+3.3%
58,263
+1.2%
0.00%
+50.0%
Q4 2021$2,882,000
+17.2%
57,597
+9.7%
0.00%0.0%
Q3 2021$2,458,000
+2.7%
52,496
+5.7%
0.00%0.0%
Q2 2021$2,393,000
+27.6%
49,647
+24.1%
0.00%0.0%
Q1 2021$1,876,000
+18.6%
40,020
+8.3%
0.00%0.0%
Q4 2020$1,582,000
+6.7%
36,968
-5.6%
0.00%0.0%
Q3 2020$1,483,000
-8.2%
39,180
-6.8%
0.00%
-33.3%
Q2 2020$1,616,000
+15.8%
42,056
+2.8%
0.00%0.0%
Q1 2020$1,396,000
-27.6%
40,906
+2.7%
0.00%
-25.0%
Q4 2019$1,927,000
+12.8%
39,830
+7.3%
0.00%
+33.3%
Q3 2019$1,708,000
-9.2%
37,123
-8.5%
0.00%
-25.0%
Q2 2019$1,881,000
-64.7%
40,589
-64.9%
0.00%
-66.7%
Q1 2019$5,329,000
-33.3%
115,632
-39.6%
0.01%
-42.9%
Q4 2018$7,993,000
-43.9%
191,472
-37.5%
0.02%
-38.2%
Q3 2018$14,248,000
-1.3%
306,206
-2.8%
0.03%
-10.5%
Q2 2018$14,441,000
+5.6%
315,109
+7.3%
0.04%0.0%
Q1 2018$13,669,000
+0.1%
293,770
+4.4%
0.04%
-9.5%
Q4 2017$13,651,000
+5.9%
281,414
+2.8%
0.04%
-8.7%
Q3 2017$12,891,000
+44.5%
273,628
+38.7%
0.05%
+35.3%
Q2 2017$8,924,000
+64.0%
197,263
+62.0%
0.03%
-8.1%
Q1 2017$5,442,000
+112.0%
121,764
+107.0%
0.04%
+85.0%
Q4 2016$2,567,000
+876.0%
58,830
+847.3%
0.02%
+900.0%
Q3 2016$263,000
+1.2%
6,210
-1.4%
0.00%0.0%
Q2 2016$260,000
-48.1%
6,296
-49.8%
0.00%
+100.0%
Q1 2016$501,000
+4.8%
12,533
+1.6%
0.00%0.0%
Q4 2015$478,000
+94.3%
12,339
+100.0%
0.00%0.0%
Q3 2015$246,000
-8.6%
6,169
-1.8%
0.00%0.0%
Q2 2015$269,000
-7.2%
6,284
-3.1%
0.00%0.0%
Q1 2015$290,000
-13.9%
6,484
-15.4%
0.00%
-50.0%
Q4 2014$337,000
-35.8%
7,668
-33.0%
0.00%
-33.3%
Q3 2014$525,000
+11.0%
11,441
+19.3%
0.00%0.0%
Q2 2014$473,000
+39.9%
9,587
+34.8%
0.00%
+50.0%
Q1 2014$338,000
-30.7%
7,112
-30.2%
0.00%
-33.3%
Q4 2013$488,000
+52.5%
10,191
+49.0%
0.00%
+50.0%
Q3 2013$320,000
+11.9%
6,838
+0.5%
0.00%0.0%
Q2 2013$286,0006,8040.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Joseph Group Capital Management 219,272$10,084,00010.10%
Legacy Wealth Planning, LLC 146,777$6,750,0009.68%
Urban Wealth Management, LLC 750$34,0000.11%
Asset Dedication, LLC 13,843$636,0000.09%
GREAT VALLEY ADVISOR GROUP, INC. 27,545$1,267,0000.07%
LPL Financial LLC 100,606$4,627,0000.00%
Parallel Advisors, LLC 1,642$76,0000.00%
Private Advisor Group, LLC 5,237$241,0000.00%
American Portfolios Advisors 848$39,0000.00%
Cambridge Investment Research Advisors, Inc. 7,227$332,0000.00%
View complete list of WISDOMTREE TR shareholders