CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Providence Wealth Advisors, LLC 67,494$2,727,0002.51%
Evanson Asset Management, LLC 159,603$6,710,0001.32%
Beacon Pointe Advisors, LLC 29,421$1,235,0000.38%
LVM CAPITAL MANAGEMENT LTD/MI 40,138$1,687,0000.33%
Beacon Pointe Wealth Advisors, LLC 38,524$1,620,0000.30%
WealthPLAN Partners, LLC 57,160$2,363,0000.28%
Madrona Financial Services, LLC 9,053$381,0000.28%
PrairieView Partners, LLC 24,765$1,041,0000.22%
Linscomb Wealth, Inc. 76,453$3,214,0000.21%
Brinker Capital Investments, LLC 98,872$4,157,0000.14%
View complete list of WISDOMTREE TR shareholders