Simplicity Solutions, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDLS and the CUSIP is 97717X271. A total of 12 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Simplicity Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$996,000
+29.5%
32,287
+16.3%
0.02%
+7.1%
Q3 2020$769,000
+16.9%
27,766
+10.4%
0.01%
+7.7%
Q2 2020$658,000
+40.6%
25,143
+24.2%
0.01%
-7.1%
Q1 2020$468,000
-22.8%
20,240
+10.0%
0.01%
-22.2%
Q4 2019$606,000
+152.5%
18,400
+129.4%
0.02%
+80.0%
Q3 2019$240,0008,0220.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
High Note Wealth, LLC 90,139$2,846,5741.17%
Miracle Mile Advisors, LLC 137,501$4,342,2740.14%
JT Stratford LLC 14,275$450,8030.13%
Exchange Capital Management, Inc. 16,812$530,9170.11%
Cetera Advisors LLC 148,088$4,676,6190.08%
OLD MISSION CAPITAL LLC 49,305$1,557,0510.03%
AE Wealth Management LLC 68,816$2,173,2060.01%
Geneos Wealth Management Inc. 1,851$58,4550.00%
Tradition Wealth Management, LLC 694$220.00%
Cambridge Investment Research Advisors, Inc. 10,621$3350.00%
View complete list of WISDOMTREE TR shareholders