NEXT Financial Group, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 94 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$528,000
+17.9%
8,160
+113.8%
0.04%0.0%
Q3 2021$448,000
+9.0%
3,816
+10.0%
0.04%
+6.1%
Q2 2021$411,000
+19.1%
3,468
+13.6%
0.03%
+6.5%
Q1 2021$345,000
+7.1%
3,054
-0.4%
0.03%0.0%
Q4 2020$322,000
+25.8%
3,067
+12.6%
0.03%
+10.7%
Q3 2020$256,000
+6.2%
2,724
+2.0%
0.03%0.0%
Q2 2020$241,000
+17.0%
2,671
+1.5%
0.03%
+3.7%
Q1 2020$206,000
-25.9%
2,6310.0%0.03%
-6.9%
Q4 2019$278,000
+38.3%
2,631
+29.5%
0.03%
+31.8%
Q3 2019$201,000
+33.1%
2,031
+30.9%
0.02%
+37.5%
Q2 2019$151,000
+31.3%
1,551
+14.0%
0.02%
-33.3%
Q4 2018$115,000
-99.4%
1,361
+494.3%
0.02%
+380.0%
Q2 2017$19,000,000
-61.2%
229
-61.8%
0.01%
-44.4%
Q4 2016$49,000,0006000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2018
NameSharesValueWeighting ↓
Connecticut Wealth Management, LLC 289,537$30,358,0003.22%
Truadvice, LLC 35,299$3,710,0001.13%
Kendall Capital Management 12,840$1,346,0000.98%
LCNB CORP 10,219$1,071,0000.61%
SONATA CAPITAL GROUP INC 11,320$1,187,0000.59%
Capital Advisory Group Advisory Services, LLC 10,215$1,071,0000.45%
CUTLER INVESTMENT COUNSEL LLC 19,761$2,072,0000.38%
EPIQ PARTNERS, LLC 3,950$414,0000.29%
GREAT VALLEY ADVISOR GROUP, INC. 26,166$2,744,0000.28%
JFS WEALTH ADVISORS, LLC 11,605$1,217,0000.26%
View complete list of WISDOMTREE TR shareholders