CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 55 filers reported holding WISDOMTREE TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 66,535$4,588,2881.65%
Schoolcraft Capital LLC 70,853$4,885,9991.38%
Motley Fool Wealth Management, LLC 284,454$19,584,6381.13%
NKCFO LLC 24,550$1,6930.94%
Core Wealth Partners LLC 3,500$241,3600.22%
ROBERTS GLORE & CO INC /IL/ 5,988$412,9320.14%
3EDGE Asset Management, LP 22,678$1,494,3030.11%
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 6,405$441,6600.11%
E&G Advisors, LP 3,221$222,1200.08%
Prospera Financial Services Inc 26,919$1,856,2780.07%
View complete list of WISDOMTREE TR shareholders