UNITED CAPITAL FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 81 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$508,000
-81.5%
4,841
-83.4%
0.00%
-83.3%
Q3 2020$2,740,000
-3.5%
29,166
-7.4%
0.02%
-14.3%
Q2 2020$2,838,000
+12.1%
31,500
-2.5%
0.02%0.0%
Q1 2020$2,531,000
-22.9%
32,315
+3.9%
0.02%0.0%
Q4 2019$3,283,000
+7.2%
31,094
+0.6%
0.02%0.0%
Q3 2019$3,063,000
+18.6%
30,913
+16.3%
0.02%
+23.5%
Q2 2019$2,582,000
+27.1%
26,575
+23.7%
0.02%
+21.4%
Q1 2019$2,032,000
+12.0%
21,478
+0.2%
0.01%0.0%
Q4 2018$1,814,000
-12.5%
21,438
-0.6%
0.01%
-6.7%
Q3 2018$2,072,000
+5.7%
21,577
+0.3%
0.02%0.0%
Q2 2018$1,961,000
+0.9%
21,513
-1.4%
0.02%0.0%
Q1 2018$1,944,000
-5.2%
21,813
-1.2%
0.02%
-6.2%
Q4 2017$2,051,000
+3.4%
22,068
-2.4%
0.02%
-5.9%
Q3 2017$1,984,000
+1.1%
22,605
-2.0%
0.02%
-5.6%
Q2 2017$1,963,000
+0.2%
23,077
-1.0%
0.02%0.0%
Q1 2017$1,959,000
+1.0%
23,319
-2.3%
0.02%
-5.3%
Q4 2016$1,940,000
-1.4%
23,873
-5.2%
0.02%0.0%
Q3 2016$1,967,000
-6.0%
25,178
-7.4%
0.02%
-9.5%
Q2 2016$2,093,000
-0.5%
27,182
-4.1%
0.02%
-8.7%
Q1 2016$2,104,000
+1.9%
28,345
-1.6%
0.02%
-4.2%
Q4 2015$2,064,000
+2.0%
28,807
-3.3%
0.02%0.0%
Q3 2015$2,023,000
-30.1%
29,797
-24.7%
0.02%
-29.4%
Q2 2015$2,896,000
-45.4%
39,573
-44.2%
0.03%
-47.7%
Q1 2015$5,302,000
-51.7%
70,888
-51.8%
0.06%
-21.7%
Q4 2014$10,986,000
+112.9%
146,956
+103.4%
0.08%
-7.8%
Q3 2014$5,159,000
+6.0%
72,263
+6.2%
0.09%0.0%
Q2 2014$4,866,000
+21.5%
68,021
+16.0%
0.09%
+5.9%
Q1 2014$4,005,00058,6570.08%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
626 Financial, LLC 314,548$18,926,33212.80%
Pinnacle Financial Group, LLC / IL 308,137$18,540,59411.03%
Vertex Planning Partners, LLC 338,573$20,371,9327.01%
Melone Private Wealth, LLC 114,754$6,904,7344.94%
FFG RETIREMENT ADVISORS LLC 96,567$5,810,4364.82%
Avant Capital LLC 29,271$1,761,2562.01%
KLR INVESTMENT ADVISORS, LLC 22,357$1,354,6371.23%
Capital Advisory Group Advisory Services, LLC 34,282$2,062,7481.17%
Connecticut Wealth Management, LLC 282,675$17,008,5551.16%
MGO Private Wealth, LLC 21,831$1,313,5870.98%
View complete list of WISDOMTREE TR shareholders