EXENCIAL WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$300,884
-9.2%
8,313
-7.3%
0.02%0.0%
Q2 2023$331,209
-2.2%
8,966
-0.3%
0.02%
-16.7%
Q1 2023$338,756
+4.9%
8,997
-0.1%
0.02%
+5.9%
Q4 2022$323,059
+17.1%
9,006
-1.3%
0.02%0.0%
Q3 2022$276,000
-22.9%
9,122
-11.9%
0.02%
-15.0%
Q2 2022$358,000
-12.5%
10,350
+0.7%
0.02%
-4.8%
Q1 2022$409,000
+7.1%
10,275
+4.1%
0.02%
+16.7%
Q4 2021$382,000
-73.9%
9,874
-64.5%
0.02%
-71.9%
Q3 2021$1,466,000
+242.5%
27,818
+157.2%
0.06%
+178.3%
Q2 2021$428,000
+1.4%
10,816
+0.8%
0.02%
-8.0%
Q1 2021$422,000
+5.5%
10,730
+0.5%
0.02%
-7.4%
Q4 2020$400,000
-13.0%
10,675
-23.7%
0.03%
+12.5%
Q3 2020$460,000
-11.7%
13,996
-11.5%
0.02%
-46.7%
Q2 2020$521,000
+12.5%
15,814
+0.8%
0.04%
-45.8%
Q1 2020$463,000
-18.8%
15,692
+15.8%
0.08%
-16.2%
Q4 2019$570,000
+6.7%
13,555
-1.0%
0.10%
-13.9%
Q3 2019$534,000
+1.7%
13,696
+5.3%
0.12%
-6.5%
Q2 2019$525,000
+0.6%
13,009
+0.3%
0.12%
-0.8%
Q1 2019$522,000
+9.2%
12,969
+0.7%
0.12%
-3.1%
Q4 2018$478,000
-30.2%
12,873
-21.5%
0.13%
-19.5%
Q3 2018$685,000
+0.4%
16,393
-0.4%
0.16%
-16.3%
Q2 2018$682,000
-5.8%
16,467
-0.9%
0.19%
-11.6%
Q1 2018$724,000
+4.3%
16,619
+6.3%
0.22%
+2.9%
Q4 2017$694,000
-1.0%
15,632
-2.4%
0.21%
-9.5%
Q3 2017$701,000
+12.2%
16,017
+6.9%
0.23%
-9.8%
Q2 2017$625,000
+63.6%
14,980
+55.5%
0.26%
+54.2%
Q1 2017$382,000
+19.4%
9,632
+14.7%
0.17%
+22.1%
Q4 2016$320,000
+11.9%
8,398
+10.0%
0.14%
+7.1%
Q3 2016$286,000
+16.7%
7,637
+13.7%
0.13%
+15.5%
Q2 2016$245,000
-9.6%
6,714
-7.4%
0.11%
-14.1%
Q1 2016$271,0007,2490.13%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,797$37,569,0005.15%
Providence Wealth Advisors, LLC 39,167$1,540,0001.13%
Evanson Asset Management, LLC 140,459$5,521,0000.82%
Fieldpoint Private Securities, LLC 40,120$1,577,0000.37%
PrairieView Partners, LLC 49,170$1,933,0000.31%
WealthPLAN Partners, LLC 56,211$2,248,0000.17%
Marshall Financial Group LLC 5,272$207,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 17,503$688,0000.11%
Madrona Financial Services, LLC 5,380$211,0000.11%
OLD MISSION CAPITAL LLC 45,780$1,799,0000.10%
View complete list of WISDOMTREE TR shareholders