CAPTRUST FINANCIAL ADVISORS - 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
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 2022
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,430$35,771,0005.09%
Providence Wealth Advisors, LLC 30,326$1,139,0000.95%
Evanson Asset Management, LLC 138,044$5,168,0000.82%
PrairieView Partners, LLC 49,268$1,845,0000.32%
WealthPLAN Partners, LLC 59,633$2,263,0000.19%
Marshall Financial Group LLC 5,499$206,0000.13%
Madrona Financial Services, LLC 5,878$220,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 18,268$684,0000.12%
Beacon Pointe Advisors, LLC 37,210$1,395,0000.10%
OLD MISSION CAPITAL, LLC 40,258$1,507,0000.09%
View complete list of WISDOMTREE TR shareholders