UNITED CAPITAL FINANCIAL ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 49 filers reported holding WISDOMTREE TR in Q1 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
Q1 2021$345,000
+4.9%
8,766
-0.3%
0.00%0.0%
Q4 2020$329,000
+11.5%
8,796
-1.9%
0.00%0.0%
Q3 2020$295,000
-16.2%
8,966
-16.0%
0.00%
-33.3%
Q2 2020$352,000
-15.8%
10,678
-24.7%
0.00%0.0%
Q1 2020$418,000
-59.8%
14,185
-42.6%
0.00%
-57.1%
Q4 2019$1,039,000
-93.9%
24,715
-94.4%
0.01%
-94.2%
Q3 2019$17,137,000
-5.0%
439,292
-1.6%
0.12%
+1.7%
Q2 2019$18,034,000
+3.0%
446,498
+2.7%
0.12%
-4.1%
Q1 2019$17,504,000
+14.5%
434,670
+5.5%
0.12%
+1.7%
Q4 2018$15,284,000
-13.2%
411,856
-2.2%
0.12%
-2.4%
Q3 2018$17,602,000
+3.8%
421,300
+2.8%
0.12%
-1.6%
Q2 2018$16,965,000
-4.6%
409,787
+0.4%
0.13%
-7.4%
Q1 2018$17,776,000
+1.2%
407,985
+3.1%
0.14%
-2.2%
Q4 2017$17,558,000
+5.0%
395,531
+3.5%
0.14%
-2.1%
Q3 2017$16,723,000
+7.9%
382,072
+2.9%
0.14%
+2.2%
Q2 2017$15,499,000
+4.9%
371,223
+2.0%
0.14%
+0.7%
Q1 2017$14,779,000
+9.7%
364,012
+3.0%
0.14%
+5.3%
Q4 2016$13,472,000
+1.3%
353,511
+1.7%
0.13%
+1.6%
Q3 2016$13,297,000
+7.5%
347,640
+1.2%
0.13%
+2.4%
Q2 2016$12,371,000
-2.2%
343,648
+1.5%
0.13%
-9.4%
Q1 2016$12,645,000
-0.1%
338,644
+1.0%
0.14%
-4.8%
Q4 2015$12,652,000
+4.2%
335,232
+3.4%
0.15%0.0%
Q3 2015$12,140,000
-11.0%
324,327
+0.3%
0.15%
-7.6%
Q2 2015$13,648,000
-9.6%
323,344
-2.8%
0.16%
-14.6%
Q1 2015$15,097,000332,7450.18%
Other shareholders
WISDOMTREE TR shareholders Q1 2016
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,797$37,569,0005.15%
Providence Wealth Advisors, LLC 39,167$1,540,0001.13%
Evanson Asset Management, LLC 140,459$5,521,0000.82%
Fieldpoint Private Securities, LLC 40,120$1,577,0000.37%
PrairieView Partners, LLC 49,170$1,933,0000.31%
WealthPLAN Partners, LLC 56,211$2,248,0000.17%
Marshall Financial Group LLC 5,272$207,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 17,503$688,0000.11%
Madrona Financial Services, LLC 5,380$211,0000.11%
OLD MISSION CAPITAL LLC 45,780$1,799,0000.10%
View complete list of WISDOMTREE TR shareholders