MARINER INDEPENDENT ADVISOR NETWORK, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 154 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$2,711,000
+0.6%
49,967
+8.8%
0.12%
+1.8%
Q2 2022$2,695,000
-5.0%
45,943
+4.5%
0.11%
+4.6%
Q1 2022$2,837,000
+194.0%
43,953
+195.8%
0.11%
+142.2%
Q4 2021$965,000
-61.6%
14,857
-30.6%
0.04%
-63.4%
Q3 2021$2,515,000
+3.2%
21,422
+4.1%
0.12%
+10.8%
Q2 2021$2,438,000
+12.1%
20,574
+7.0%
0.11%
-1.8%
Q1 2021$2,174,000
+9.2%
19,229
+1.3%
0.11%
+6.6%
Q4 2020$1,991,000
+14.4%
18,985
+2.4%
0.11%
-26.4%
Q3 2020$1,741,000
+9.3%
18,534
+5.1%
0.14%
-2.0%
Q2 2020$1,593,000
+29.7%
17,633
+7.6%
0.15%
+32.4%
Q1 2020$1,228,000
-34.6%
16,385
-7.9%
0.11%
-17.8%
Q4 2019$1,877,000
+12.8%
17,784
+4.5%
0.14%
+7.1%
Q3 2019$1,664,000
+4.0%
17,023
+3.7%
0.13%
+5.0%
Q2 2019$1,600,000
+4.7%
16,417
+2.5%
0.12%
-7.0%
Q1 2019$1,528,000
+9.3%
16,014
+0.4%
0.13%
+4.0%
Q4 2018$1,398,000
-15.3%
15,957
-7.4%
0.12%
-40.1%
Q3 2018$1,651,000
+81.4%
17,224
+68.6%
0.21%
+269.6%
Q1 2018$910,000
-39.7%
10,218
-40.6%
0.06%
-77.1%
Q3 2017$1,509,000
+0.5%
17,199
-2.6%
0.24%
+14.0%
Q2 2017$1,502,000
+1.8%
17,658
-44.4%
0.22%
+19.4%
Q1 2017$1,475,000
+79.4%
31,786
+214.2%
0.18%
+35.3%
Q4 2016$822,00010,1170.13%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 252,796$16,321,00013.22%
626 Financial, LLC 303,843$19,616,00012.56%
Melone Private Wealth, LLC 99,549$6,311,0005.15%
Arrow Investment Advisors, LLC 76,330$4,928,0003.65%
Connecticut Wealth Management, LLC 542,542$35,026,0002.68%
Avant Capital LLC 23,322$1,506,0001.68%
Capital Advisory Group Advisory Services, LLC 33,502$2,163,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,213$1,111,0000.82%
Dorsey Wright & Associates 45,070$2,910,0000.68%
Kendall Capital Management 17,580$1,135,0000.55%
View complete list of WISDOMTREE TR shareholders