Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 72 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$202,000
+0.5%
5,0700.0%0.01%
-16.7%
Q2 2021$201,000
-5.6%
5,0700.0%0.01%
-47.8%
Q4 2019$213,000
+3.9%
5,0700.0%0.02%
-14.8%
Q2 2019$205,000
+0.5%
5,0700.0%0.03%
-10.0%
Q1 2019$204,000
-3.8%
5,0700.0%0.03%
-21.1%
Q3 2018$212,000
+1.0%
5,0700.0%0.04%
-2.6%
Q2 2018$210,000
-5.0%
5,0700.0%0.04%
-11.4%
Q1 2018$221,000
-1.8%
5,0700.0%0.04%
-8.3%
Q4 2017$225,000
+1.4%
5,0700.0%0.05%
-5.9%
Q3 2017$222,000
+4.7%
5,0700.0%0.05%
-1.9%
Q2 2017$212,000
+2.9%
5,0700.0%0.05%
+2.0%
Q1 2017$206,0005,0700.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
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