B. Riley Wealth Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$231,000
-0.4%
3,5780.0%0.01%
+14.3%
Q4 2021$232,000
+10.0%
3,578
+100.0%
0.01%0.0%
Q3 2021$211,000
-0.5%
1,7890.0%0.01%0.0%
Q2 2021$212,000
+4.4%
1,7890.0%0.01%0.0%
Q1 2021$203,000
+448.6%
1,789
+257.8%
0.01%
+600.0%
Q4 2014$37,000
-99.8%
500
+66.7%
0.00%
-80.0%
Q2 2014$21,462,0003000.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders