Sowell Financial Services 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
Sowell Financial Services LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$1,213,000
+1218.5%
18,733
+2326.6%
0.07%
+2233.3%
Q1 2021$92,000
+13.6%
7720.0%0.00%0.0%
Q4 2020$81,000
+97.6%
772
+77.9%
0.00%
+50.0%
Q3 2020$41,000
+5.1%
4340.0%0.00%0.0%
Q2 2020$39,000
+14.7%
4340.0%0.00%
-33.3%
Q1 2020$34,000
-98.0%
434
-99.1%
0.00%
-98.8%
Q3 2018$1,698,00049,2640.25%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders