NEXT Financial Group, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DEW and the CUSIP is 97717W877. A total of 28 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NEXT Financial Group, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$255,000
+15.4%
5,096
+8.0%
0.02%0.0%
Q3 2021$221,000
+20.8%
4,720
+24.2%
0.02%
+13.3%
Q2 2021$183,000
+18.1%
3,800
+14.5%
0.02%
+7.1%
Q1 2021$155,000
-7.7%
3,318
-15.7%
0.01%
-12.5%
Q4 2020$168,000
+30.2%
3,934
+15.7%
0.02%
+14.3%
Q3 2020$129,000
+15.2%
3,401
+3.8%
0.01%0.0%
Q1 2020$112,000
-29.1%
3,2760.0%0.01%
-12.5%
Q4 2019$158,000
+4.6%
3,2760.0%0.02%0.0%
Q3 2019$151,000
+37.3%
3,276
+38.1%
0.02%
+33.3%
Q2 2019$110,000
+34.1%
2,372
+20.7%
0.01%
-29.4%
Q4 2018$82,000
+583.3%
1,965
+686.0%
0.02%
+466.7%
Q3 2017$12,000
-100.0%
250
-57.9%
0.00%
-57.1%
Q2 2017$27,000,000
+145.5%
594
+137.6%
0.01%
+133.3%
Q1 2017$11,000,000
-31.2%
250
-32.4%
0.00%0.0%
Q4 2016$16,000,000
+99900.0%
3700.0%0.00%0.0%
Q3 2016$16,000
+6.7%
3700.0%0.00%
-40.0%
Q2 2016$15,000
+50.0%
370
+48.0%
0.01%
+25.0%
Q1 2016$10,000
+11.1%
2500.0%0.00%
+33.3%
Q4 2015$9,0000.0%2500.0%0.00%0.0%
Q3 2015$9,000
-10.0%
2500.0%0.00%0.0%
Q2 2015$10,000
-9.1%
2500.0%0.00%
-25.0%
Q1 2015$11,0000.0%2500.0%0.00%0.0%
Q4 2014$11,000
-8.3%
2500.0%0.00%
+100.0%
Q3 2014$12,0002500.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Joseph Group Capital Management 250,149$10,291,00011.23%
Legacy Wealth Planning, LLC 122,672$5,047,0008.35%
Asset Dedication, LLC 25,132$1,034,0000.11%
GREAT VALLEY ADVISOR GROUP, INC. 18,200$749,0000.04%
FLOW TRADERS U.S. LLC 11,138$458,0000.02%
Orion Portfolio Solutions, LLC 6,245$257,0000.01%
LPL Financial LLC 96,046$3,951,0000.00%
Parallel Advisors, LLC 1,647$68,0000.00%
Private Advisor Group, LLC 5,043$207,0000.00%
American Portfolios Advisors 903$37,1500.00%
View complete list of WISDOMTREE TR shareholders