IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$152,893
-60.8%
2,541
-50.0%
0.01%
-22.2%
Q2 2023$389,994
+67.9%
5,082
+100.0%
0.01%
-10.0%
Q1 2023$232,222
+84038.4%
2,541
-16.1%
0.01%
+42.9%
Q4 2022$276
-99.9%
3,029
-10.4%
0.01%
-12.5%
Q3 2022$309,000
+32.6%
3,380
+32.1%
0.01%
+14.3%
Q2 2022$233,000
-40.3%
2,558
-40.2%
0.01%
+40.0%
Q1 2022$390,000
+248.2%
4,278
+148.7%
0.01%
+150.0%
Q4 2021$112,000
+10.9%
1,720
+100.0%
0.00%0.0%
Q3 2021$101,000
-13.7%
860
-13.1%
0.00%0.0%
Q2 2021$117,000
+4.5%
9900.0%0.00%0.0%
Q1 2021$112,000
-2.6%
990
-9.6%
0.00%
-60.0%
Q4 2020$115,000
+10.6%
1,095
-1.8%
0.01%
-16.7%
Q3 2020$104,000
+4.0%
1,1150.0%0.01%
-25.0%
Q2 2020$100,000
+12.4%
1,1150.0%0.01%
-11.1%
Q1 2020$89,000
-24.6%
1,1150.0%0.01%0.0%
Q4 2019$118,000
-35.5%
1,115
-39.3%
0.01%
-25.0%
Q3 2019$183,000
+56.4%
1,836
+48.4%
0.01%
-25.0%
Q1 2019$117,000
-43.8%
1,237
-50.2%
0.02%
+23.1%
Q4 2018$208,000
-21.5%
2,485
-9.9%
0.01%
+18.2%
Q3 2018$265,000
+6.9%
2,757
+1.3%
0.01%
+10.0%
Q2 2018$248,000
+37.0%
2,722
+39.7%
0.01%
+25.0%
Q1 2018$181,0000.0%1,9480.0%0.01%0.0%
Q4 2017$181,000
+40.3%
1,948
+32.4%
0.01%
+60.0%
Q3 2017$129,000
+4.9%
1,471
+1.5%
0.01%0.0%
Q2 2017$123,000
+1.7%
1,449
+0.3%
0.01%0.0%
Q1 2017$121,000
+3.4%
1,444
+0.3%
0.01%
-16.7%
Q4 2016$117,000
+4.5%
1,439
+0.4%
0.01%0.0%
Q3 2016$112,000
+2.8%
1,433
+0.4%
0.01%0.0%
Q2 2016$109,000
-6.8%
1,427
+15.4%
0.01%
-62.5%
Q1 2016$117,000
+15.8%
1,237
-12.6%
0.02%
+128.6%
Q4 2015$101,0001,4160.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 252,796$16,321,00013.22%
626 Financial, LLC 303,843$19,616,00012.56%
Melone Private Wealth, LLC 99,549$6,311,0005.15%
Arrow Investment Advisors, LLC 76,330$4,928,0003.65%
Connecticut Wealth Management, LLC 542,542$35,026,0002.68%
Avant Capital LLC 23,322$1,506,0001.68%
Capital Advisory Group Advisory Services, LLC 33,502$2,163,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,213$1,111,0000.82%
Dorsey Wright & Associates 45,070$2,910,0000.68%
Kendall Capital Management 17,580$1,135,0000.55%
View complete list of WISDOMTREE TR shareholders