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 65 filers reported holding WISDOMTREE TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 287,834$12,150,0004.24%
Aris Wealth Services, Inc. 18,575$784,0000.72%
Linscomb Wealth, Inc. 90,234$3,809,0000.42%
FIFTH THIRD BANCORP 996,738$42,072,0000.37%
LVM CAPITAL MANAGEMENT LTD/MI 18,530$782,0000.26%
Veritable, L.P. 210,419$8,882,0000.24%
MOTCO 44,986$1,899,0000.22%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 323,344$13,648,0000.16%
SignalPoint Asset Management, LLC 8,819$381,0000.16%
Cetera Advisor Networks LLC 41,242$1,782,0000.11%
View complete list of WISDOMTREE TR shareholders