TCI Wealth Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 31 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
TCI Wealth Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$20,000
-4.8%
5000.0%0.01%0.0%
Q2 2019$21,0000.0%5000.0%0.01%0.0%
Q1 2019$21,000
+10.5%
5000.0%0.01%0.0%
Q4 2018$19,000
-73.2%
500
-70.6%
0.01%
-70.0%
Q3 2018$71,0000.0%1,7000.0%0.03%
-6.2%
Q2 2018$71,000
-15.5%
1,700
-12.1%
0.03%
-17.9%
Q1 2018$84,000
-13.4%
1,933
-13.6%
0.04%
-9.3%
Q4 2017$97,000
+18.3%
2,238
+15.8%
0.04%
+7.5%
Q3 2017$82,000
+3.8%
1,9330.0%0.04%0.0%
Q2 2017$79,000
+2.6%
1,9330.0%0.04%0.0%
Q1 2017$77,000
+6.9%
1,9330.0%0.04%
+5.3%
Q4 2016$72,000
-59.8%
1,933
-57.9%
0.04%
-60.8%
Q3 2016$179,000
-7.7%
4,594
-10.2%
0.10%
-10.2%
Q2 2016$194,000
-1.0%
5,1180.0%0.11%
-0.9%
Q1 2016$196,000
-48.0%
5,118
-48.3%
0.11%
-48.1%
Q4 2015$377,000
-7.6%
9,903
-7.5%
0.21%
-14.6%
Q3 2015$408,000
-10.5%
10,7030.0%0.25%
-5.7%
Q2 2015$456,000
+19.4%
10,703
+23.0%
0.26%
+8.8%
Q1 2015$382,000
+32.6%
8,703
+29.8%
0.24%
+34.8%
Q4 2014$288,000
-8.3%
6,7030.0%0.18%
-10.1%
Q3 2014$314,000
-7.6%
6,7030.0%0.20%
-3.4%
Q2 2014$340,000
+3.0%
6,7030.0%0.20%
-4.7%
Q1 2014$330,000
+3.4%
6,7030.0%0.22%
+7.5%
Q4 2013$319,000
+4.6%
6,7030.0%0.20%
-13.8%
Q3 2013$305,000
-2.9%
6,703
-14.3%
0.23%
-2.5%
Q2 2013$314,000
+2.3%
7,820
+7.2%
0.24%
-29.4%
Q1 2013$307,000
+12.9%
7,295
+12.3%
0.34%
+2.1%
Q4 2012$272,0006,4950.33%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
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