Orca Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Orca Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2015$216,000
-8.9%
5,667
-9.0%
0.24%
-18.2%
Q3 2015$237,000
-16.5%
6,227
-6.7%
0.29%
+11.1%
Q2 2015$284,000
-62.8%
6,677
-61.6%
0.26%
-61.5%
Q1 2015$763,000
+58.0%
17,391
+55.0%
0.68%
+58.5%
Q4 2014$483,000
-8.0%
11,2210.0%0.43%
-5.1%
Q3 2014$525,000
-81.7%
11,221
-80.1%
0.45%
-80.0%
Q2 2014$2,863,000
+23.0%
56,511
+19.5%
2.26%
+16.8%
Q1 2014$2,328,000
+1.9%
47,283
-1.5%
1.94%
+4.1%
Q4 2013$2,285,00047,9791.86%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 80,150$3,267,0000.45%
XML Financial, LLC 52,395$2,136,0000.28%
Truvestments Capital LLC 4,566$186,0000.10%
Bedel Financial Consulting, Inc. 3,373$137,0000.05%
Larson Financial Group LLC 5,513$225,0000.04%
KESTRA PRIVATE WEALTH SERVICES, LLC 17,537$715,0000.04%
Cetera Advisor Networks LLC 28,112$1,146,0000.02%
Sigma Planning Corp 12,636$515,0000.02%
WEDBUSH SECURITIES INC 7,523$307,0000.02%
American Portfolios Advisors 9,365$381,7450.01%
View complete list of WISDOMTREE TR shareholders