Partnervest Advisory Services LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Partnervest Advisory Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2015$727,000
-52.2%
19,039
-45.6%
0.41%
-45.2%
Q2 2015$1,520,000
-4.2%
34,997
-2.2%
0.76%
-8.0%
Q1 2015$1,586,000
-11.5%
35,779
-12.3%
0.82%
-5.4%
Q4 2014$1,792,000
-4.6%
40,793
+0.6%
0.87%
-11.2%
Q3 2014$1,879,000
-11.9%
40,533
-6.1%
0.98%
+2.1%
Q2 2014$2,132,000
+1.2%
43,174
-2.7%
0.96%
+1.6%
Q1 2014$2,107,000
+225.7%
44,369
+228.0%
0.94%
+213.3%
Q4 2013$647,00013,5270.30%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Canal Capital Management, LLC 34,393$1,594,0000.96%
StrategIQ Financial Group, LLC 32,300$1,497,0000.43%
Connecticut Wealth Management, LLC 14,110$654,0000.08%
Weaver Consulting Group 2,200$102,0000.06%
THRIVENT FINANCIAL FOR LUTHERANS 114,974$5,329,0000.02%
AdvisorNet Financial, Inc 2,544$118,0000.01%
KINGS POINT CAPITAL MANAGEMENT 1,400$65,0000.01%
NEXT Financial Group, Inc 2,372$110,0000.01%
ENVESTNET ASSET MANAGEMENT INC 113,782$5,274,0000.01%
LPL Financial LLC 40,589$1,881,0000.00%
View complete list of WISDOMTREE TR shareholders