CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 38 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$26,000
-10.3%
762
+3.0%
0.00%
Q1 2022$29,000
+3.6%
740
+0.8%
0.00%
Q4 2021$28,000
+211.1%
734
+178.0%
0.00%
Q2 2020$9,0000.0%264
+14.8%
0.00%
Q3 2019$9,0000.0%2300.0%0.00%
Q2 2019$9,0000.0%2300.0%0.00%
Q1 2019$9,000
-91.3%
230
-89.4%
0.00%
-100.0%
Q1 2014$103,000
-27.5%
2,167
-27.4%
0.02%
-12.5%
Q4 2013$142,000
+84.4%
2,985
+75.4%
0.02%
+20.0%
Q3 2013$77,0001,7020.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2013
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