Intersect Capital LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 102 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Intersect Capital LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$315,000
+1.0%
2,983
-5.2%
0.10%
-10.3%
Q3 2019$312,000
-4.6%
3,147
-6.4%
0.12%
-7.1%
Q2 2019$327,000
+2.8%
3,3620.0%0.13%
-6.0%
Q1 2019$318,000
+58.2%
3,362
+41.6%
0.13%
+39.6%
Q4 2018$201,0002,3750.10%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
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