Private Advisory Group LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$274,866
+11.7%
4,5320.0%0.06%
+7.1%
Q3 2022$246,000
-17.7%
4,532
-12.3%
0.06%
-17.6%
Q2 2022$299,000
-3.9%
5,169
+7.2%
0.07%
+11.5%
Q1 2022$311,000
+14.8%
4,821
+15.2%
0.06%
+19.6%
Q4 2021$271,0004,1840.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
626 Financial, LLC 314,548$18,926,33212.80%
Pinnacle Financial Group, LLC / IL 308,137$18,540,59411.03%
Vertex Planning Partners, LLC 338,573$20,371,9327.01%
Melone Private Wealth, LLC 114,754$6,904,7344.94%
FFG RETIREMENT ADVISORS LLC 96,567$5,810,4364.82%
Avant Capital LLC 29,271$1,761,2562.01%
KLR INVESTMENT ADVISORS, LLC 22,357$1,354,6371.23%
Capital Advisory Group Advisory Services, LLC 34,282$2,062,7481.17%
Connecticut Wealth Management, LLC 282,675$17,008,5551.16%
MGO Private Wealth, LLC 21,831$1,313,5870.98%
View complete list of WISDOMTREE TR shareholders