O'SHAUGHNESSY ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDLS and the CUSIP is 97717X271. A total of 15 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
O'SHAUGHNESSY ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$88,895
-2.5%
2,9060.0%0.00%0.0%
Q2 2023$91,161
-0.7%
2,9060.0%0.00%0.0%
Q1 2023$91,771
+5.4%
2,9060.0%0.00%0.0%
Q4 2022$87,035
+3.6%
2,906
-3.4%
0.00%
-50.0%
Q3 2022$84,000
-13.4%
3,008
-6.4%
0.00%0.0%
Q2 2022$97,000
-9.3%
3,2150.0%0.00%0.0%
Q1 2022$107,000
+4.9%
3,215
+10.6%
0.00%0.0%
Q4 2021$102,000
+1.0%
2,9060.0%0.00%0.0%
Q3 2021$101,000
+1.0%
2,9060.0%0.00%0.0%
Q2 2021$100,000
+2.0%
2,9060.0%0.00%0.0%
Q1 2021$98,0002,9060.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
High Note Wealth, LLC 89,558$2,682,2501.12%
Miracle Mile Advisors, LLC 137,519$4,118,7060.14%
JT Stratford LLC 14,140$423,4850.14%
Exchange Capital Management, Inc. 15,572$466,3920.10%
Cetera Advisors LLC 148,259$4,440,3570.08%
AE Wealth Management LLC 59,227$1,773,8630.01%
Geneos Wealth Management Inc. 1,851$55,4370.00%
Tradition Wealth Management, LLC 694$210.00%
IFP Advisors, Inc 2,400$790.00%
Cambridge Investment Research Advisors, Inc. 12,356$3700.00%
View complete list of WISDOMTREE TR shareholders