CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 31 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$119,000
-9.8%
2,5800.0%0.00%0.0%
Q1 2022$132,000
+2.3%
2,5800.0%0.00%0.0%
Q4 2021$129,000
+6.6%
2,5800.0%0.00%0.0%
Q3 2021$121,000
-2.4%
2,5800.0%0.00%0.0%
Q2 2021$124,000
+2.5%
2,5800.0%0.00%0.0%
Q1 2021$121,000
+10.0%
2,5800.0%0.00%0.0%
Q4 2020$110,000
+13.4%
2,5800.0%0.00%
-50.0%
Q3 2020$97,000
-2.0%
2,5800.0%0.00%0.0%
Q2 2020$99,000
+17.9%
2,5800.0%0.00%0.0%
Q1 2020$84,000
-29.4%
2,5800.0%0.00%
-50.0%
Q3 2019$119,000
-0.8%
2,5800.0%0.00%0.0%
Q2 2019$120,000
+0.8%
2,5800.0%0.00%
-20.0%
Q1 2019$119,0002,5800.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Joseph Group Capital Management 250,149$10,291,00011.23%
Legacy Wealth Planning, LLC 122,672$5,047,0008.35%
Asset Dedication, LLC 25,132$1,034,0000.11%
GREAT VALLEY ADVISOR GROUP, INC. 18,200$749,0000.04%
FLOW TRADERS U.S. LLC 11,138$458,0000.02%
Orion Portfolio Solutions, LLC 6,245$257,0000.01%
LPL Financial LLC 96,046$3,951,0000.00%
Parallel Advisors, LLC 1,647$68,0000.00%
Private Advisor Group, LLC 5,043$207,0000.00%
American Portfolios Advisors 903$37,1500.00%
View complete list of WISDOMTREE TR shareholders