CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is PLAT and the CUSIP is 97717Y717. A total of 10 filers reported holding WISDOMTREE TR in Q1 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
Q2 2022$44,000
-27.9%
1,6430.0%0.00%
Q1 2022$61,000
+22.0%
1,643
+45.1%
0.00%
Q4 2021$50,000
-3.8%
1,1320.0%0.00%
Q3 2021$52,000
-37.3%
1,132
-33.3%
0.00%
-100.0%
Q2 2021$83,000
-51.5%
1,698
-55.9%
0.00%
-50.0%
Q1 2021$171,0003,8520.00%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Hudock, Inc. 67,298$2,088,6160.50%
Team Financial Group, LLC 115$3,5760.00%
Asset Dedication, LLC 432$130.00%
CREATIVE FINANCIAL DESIGNS INC /ADV 161$4,9970.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
MORGAN STANLEY 810$25,1380.00%
BANK OF MONTREAL /CAN/ 688$22,3600.00%
Citadel Advisors 11,718$363,6690.00%
Geneos Wealth Management Inc. 100$3,1040.00%
CWM, LLC 1,012$310.00%
View complete list of WISDOMTREE TR shareholders