CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 69 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2019
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 270,418$11,690,0004.18%
Aris Wealth Services, Inc. 18,881$816,0000.76%
BBVA USA Bancshares, Inc. 329,585$14,248,0000.64%
Linscomb Wealth, Inc. 92,011$3,978,0000.43%
FIFTH THIRD BANCORP 875,965$37,868,0000.33%
LVM CAPITAL MANAGEMENT LTD/MI 17,015$736,0000.25%
Madrona Financial Services, LLC 5,618$243,0000.24%
MOTCO 44,912$1,942,0000.22%
Veritable, L.P. 217,824$9,417,0000.20%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 332,745$15,097,0000.18%
View complete list of WISDOMTREE TR shareholders