Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 169 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$36,633
+2.5%
5900.0%0.00%0.0%
Q1 2023$35,748
-0.1%
5900.0%0.00%0.0%
Q4 2022$35,784
+11.8%
5900.0%0.00%0.0%
Q3 2022$32,000
-5.9%
5900.0%0.00%0.0%
Q2 2022$34,0005900.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Connecticut Wealth Management, LLC 405,884$42,849,0004.72%
Kendall Capital Management 12,840$1,356,0001.07%
EPIQ PARTNERS, LLC 7,750$818,0000.83%
LCNB CORP 11,499$1,214,0000.74%
SONATA CAPITAL GROUP INC 9,320$984,0000.59%
MOSELEY INVESTMENT MANAGEMENT INC 4,110$434,0000.43%
Clearwater Capital Advisors, LLC 19,649$2,074,0000.35%
Gradient Capital Advisors, LLC 4,588$484,0000.34%
CUTLER INVESTMENT COUNSEL LLC 14,981$1,582,0000.32%
JFS WEALTH ADVISORS, LLC 11,330$1,196,0000.30%
View complete list of WISDOMTREE TR shareholders