Asset Dedication, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 67 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$19,000
+533.3%
629
+516.7%
0.00%
+100.0%
Q2 2020$3,0000.0%1020.0%0.00%0.0%
Q1 2020$3,000
-89.3%
102
-85.3%
0.00%
-88.9%
Q2 2019$28,000
+47.4%
695
+49.8%
0.01%
+28.6%
Q1 2019$19,000
+11.8%
464
+0.7%
0.01%0.0%
Q4 2018$17,000
-10.5%
461
+0.9%
0.01%0.0%
Q3 2018$19,000
+1800.0%
457
+1887.0%
0.01%
Q2 2018$1,000230.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 257,749$9,390,0002.84%
FIFTH THIRD BANCORP 1,030,617$37,545,0000.32%
Linscomb Wealth, Inc. 68,599$2,499,0000.25%
JFS WEALTH ADVISORS, LLC 23,057$840,0000.23%
LVM CAPITAL MANAGEMENT LTD/MI 20,590$750,0000.22%
OLD MISSION CAPITAL LLC 63,556$2,315,0000.17%
MOTCO 34,517$1,258,0000.14%
SignalPoint Asset Management, LLC 8,419$307,0000.13%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 343,648$12,371,0000.13%
EXENCIAL WEALTH ADVISORS, LLC 6,714$245,0000.11%
View complete list of WISDOMTREE TR shareholders