CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 50 filers reported holding WISDOMTREE TR in Q3 2020. 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
Q4 2021$16,000
-11.1%
2300.0%0.00%
Q3 2021$18,000
+5.9%
2300.0%0.00%
Q2 2021$17,000
-5.6%
230
-4.6%
0.00%
Q1 2021$18,000
+5.9%
241
+4.8%
0.00%
Q4 2020$17,000
+6.2%
2300.0%0.00%
Q3 2020$16,000
+6.7%
2300.0%0.00%
Q2 2020$15,0002300.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Janney Capital Management LLC 900,195$57,964,0003.13%
XPONANCE, INC. 61,620$3,965,0001.54%
Motley Fool Wealth Management, LLC 306,545$19,738,0001.50%
RiverFront Investment Group, LLC 690,077$44,433,0001.21%
SPINNAKER TRUST 78,725$5,069,0000.58%
ROBERTS GLORE & CO INC /IL/ 8,014$516,0000.36%
Vantage Investment Partners, LLC 78,450$5,051,0000.36%
Surevest, LLC 6,554$422,0000.33%
Cornerstone Capital, Inc. 28,835$1,857,0000.33%
Ironsides Asset Advisors, LLC 12,130$781,0000.28%
View complete list of WISDOMTREE TR shareholders