Allworth Financial LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 78 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,356
-6.0%
830.0%0.00%
Q2 2023$4,635
-4.2%
830.0%0.00%
Q1 2023$4,840
+6.6%
830.0%0.00%
Q4 2022$4,541
+13.5%
830.0%0.00%
Q3 2022$4,000
-20.0%
830.0%0.00%
Q2 2022$5,000
-16.7%
830.0%0.00%
Q1 2022$6,0000.0%830.0%0.00%
Q4 2021$6,0000.0%830.0%0.00%
Q3 2021$6,0000.0%830.0%0.00%
Q2 2021$6,0000.0%830.0%0.00%
Q1 2021$6,000
+20.0%
830.0%0.00%
Q4 2020$5,000
+25.0%
830.0%0.00%
Q3 2020$4,0000.0%830.0%0.00%
Q2 2020$4,000
+33.3%
830.0%0.00%
Q1 2020$3,000
-40.0%
830.0%0.00%
Q4 2019$5,0000.0%830.0%0.00%
Q3 2019$5,0000.0%830.0%0.00%
Q2 2019$5,0000.0%830.0%0.00%
Q1 2019$5,000
+25.0%
830.0%0.00%
Q4 2018$4,000
-20.0%
830.0%0.00%
Q3 2018$5,0000.0%830.0%0.00%
Q2 2018$5,000
-16.7%
830.0%0.00%
Q1 2018$6,0000.0%830.0%0.00%
Q4 2017$6,0000.0%830.0%0.00%
Q3 2017$6,000
+20.0%
830.0%0.00%
Q2 2017$5,0000.0%830.0%0.00%
Q1 2017$5,000830.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 229,063$12,644,0001.48%
Motley Fool Wealth Management, LLC 208,148$11,490,0000.72%
Sovereign Financial Group, Inc. 23,210$1,281,0000.50%
Hedges Asset Management LLC 9,500$525,0000.50%
GARRISON BRADFORD & ASSOCIATES INC 6,500$359,0000.41%
TFG Advisers LLC 7,128$393,0000.21%
Financial Planning & Information Services, Inc. 14,195$784,0000.19%
Intercontinental Wealth Advisors, LLC 8,653$478,0000.13%
Conservest Capital Advisors, Inc. 18,242$1,007,0000.12%
OLD MISSION CAPITAL LLC 49,709$2,744,0000.08%
View complete list of WISDOMTREE TR shareholders