Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 42 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$203,214
+0.4%
5,2110.0%0.00%
Q1 2023$202,483
-4.9%
5,211
-1.9%
0.00%
Q1 2022$213,000
-4.1%
5,3120.0%0.00%
Q4 2021$222,000
+2.3%
5,3120.0%0.00%
Q3 2021$217,000
-2.7%
5,312
+0.9%
0.00%
Q1 2021$223,000
+4.7%
5,2640.0%0.00%
Q4 2020$213,000
-4.1%
5,264
+1.0%
0.00%
-100.0%
Q4 2019$222,000
+5.2%
5,2140.0%0.00%0.0%
Q3 2019$211,000
-1.4%
5,2140.0%0.00%0.0%
Q2 2019$214,000
+1.9%
5,214
+2.4%
0.00%0.0%
Q1 2019$210,000
+1.0%
5,094
+3.0%
0.00%0.0%
Q3 2018$208,000
+0.5%
4,9440.0%0.00%0.0%
Q2 2018$207,000
-3.3%
4,9440.0%0.00%0.0%
Q1 2018$214,000
-0.5%
4,9440.0%0.00%0.0%
Q4 2017$215,000
+1.9%
4,9440.0%0.00%0.0%
Q3 2017$211,000
-34.9%
4,944
-37.8%
0.00%
-50.0%
Q2 2017$324,000
+2.5%
7,9440.0%0.00%0.0%
Q1 2017$316,000
+6.4%
7,9440.0%0.00%0.0%
Q4 2016$297,000
-3.9%
7,9440.0%0.00%0.0%
Q3 2016$309,000
+3.0%
7,9440.0%0.00%0.0%
Q2 2016$300,000
-15.7%
7,944
-14.6%
0.00%
-33.3%
Q1 2016$356,000
-0.6%
9,302
-1.1%
0.00%0.0%
Q4 2015$358,000
+0.8%
9,402
+1.1%
0.00%0.0%
Q3 2015$355,000
+2.0%
9,302
+17.1%
0.00%0.0%
Q1 2015$348,000
-0.6%
7,942
-2.5%
0.00%
-25.0%
Q4 2014$350,000
-9.3%
8,142
-1.4%
0.00%0.0%
Q3 2014$386,000
-31.4%
8,257
-25.7%
0.00%
-42.9%
Q2 2014$563,000
+2.9%
11,1160.0%0.01%
-12.5%
Q1 2014$547,000
+3.4%
11,1160.0%0.01%
-11.1%
Q4 2013$529,000
+4.8%
11,1160.0%0.01%
-10.0%
Q3 2013$505,000
+24.4%
11,116
+9.8%
0.01%
+11.1%
Q2 2013$406,00010,1210.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
BIP Wealth, LLC 64,793$2,433,8810.22%
Truvestments Capital LLC 4,300$161,5110.08%
XML Financial, LLC 9,038$339,5030.04%
FLOW TRADERS U.S. LLC 13,430$5040.02%
OLD MISSION CAPITAL LLC 25,282$949,6910.02%
Larson Financial Group LLC 4,989$187,3950.02%
Cherry Tree Wealth Management, LLC 1,032$38,7660.01%
GHP Investment Advisors, Inc. 3,113$115,9800.01%
Spire Wealth Management 2,731$102,5870.00%
Front Row Advisors LLC 147$5,5220.00%
View complete list of WISDOMTREE TR shareholders