Madrona Financial Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 66 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Madrona Financial Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$211,0000.0%5,310
-2.4%
0.10%
+15.7%
Q4 2021$211,000
+2.4%
5,4400.0%0.09%
-9.2%
Q3 2021$206,000
-3.3%
5,440
+1.1%
0.10%
-10.1%
Q2 2021$213,000
+0.9%
5,3800.0%0.11%
+0.9%
Q1 2021$211,000
-4.1%
5,380
-8.5%
0.11%
-12.2%
Q4 2020$220,000
+7.3%
5,878
-5.4%
0.12%
-13.4%
Q2 2020$205,000
-17.7%
6,213
-26.5%
0.14%
-31.4%
Q1 2020$249,000
-34.6%
8,458
-6.6%
0.21%
-25.3%
Q4 2019$381,000
+5.0%
9,053
-2.6%
0.28%
+3.7%
Q3 2019$363,000
-3.2%
9,293
+0.2%
0.27%
-23.3%
Q2 2019$375,000
-1.8%
9,273
-2.3%
0.35%
-16.7%
Q1 2019$382,000
+8.5%
9,4930.0%0.42%
+34.4%
Q4 2018$352,000
-4.3%
9,493
+7.8%
0.31%
+11.1%
Q3 2018$368,000
+1.1%
8,8030.0%0.28%
-4.4%
Q2 2018$364,000
-5.2%
8,8030.0%0.29%
-4.2%
Q1 2018$384,000
-3.3%
8,803
-1.5%
0.31%
-8.7%
Q4 2017$397,000
+1.5%
8,9380.0%0.34%
-6.7%
Q3 2017$391,000
+4.3%
8,938
-0.6%
0.36%
-5.5%
Q2 2017$375,000
+2.7%
8,9910.0%0.38%
-2.8%
Q1 2017$365,000
+79.8%
8,991
+65.5%
0.39%
+86.2%
Q1 2016$203,000
-16.5%
5,431
-3.3%
0.21%
-13.9%
Q1 2015$243,000
+2.1%
5,6180.0%0.24%
-3.6%
Q4 2014$238,0005,6180.25%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
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