Wealthcare Advisory Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFE and the CUSIP is 97717W869. A total of 81 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$203,000
-14.7%
3,017
-5.4%
0.01%
-14.3%
Q4 2021$238,000
-2.1%
3,189
-5.6%
0.01%
-12.5%
Q3 2021$243,000
-2.0%
3,3780.0%0.02%
-5.9%
Q2 2021$248,000
-1.2%
3,378
-6.4%
0.02%
-5.6%
Q1 2021$251,000
-26.8%
3,609
-32.0%
0.02%
-40.0%
Q4 2020$343,000
-15.9%
5,310
-30.8%
0.03%
-33.3%
Q3 2020$408,000
-23.2%
7,668
-28.4%
0.04%
-31.8%
Q2 2020$531,000
+0.8%
10,714
-17.4%
0.07%
-14.3%
Q1 2020$527,000
-50.5%
12,969
-20.5%
0.08%
-43.0%
Q4 2019$1,065,000
-20.8%
16,304
-32.2%
0.14%
-30.8%
Q3 2019$1,345,000
-26.9%
24,057
-23.7%
0.20%
-33.0%
Q2 2019$1,839,000
-2.8%
31,520
-2.6%
0.29%
-9.9%
Q1 2019$1,892,000
+2.1%
32,375
-6.8%
0.32%
-10.3%
Q4 2018$1,853,000
-24.4%
34,734
-10.2%
0.36%
-20.0%
Q3 2018$2,450,000
-4.8%
38,698
-1.8%
0.45%
-10.7%
Q2 2018$2,573,000
+24.1%
39,427
+33.0%
0.50%
+7.7%
Q1 2018$2,073,000
+18745.5%
29,653
+19537.7%
0.47%
+15500.0%
Q4 2017$11,000
+10.0%
151
+0.7%
0.00%0.0%
Q3 2017$10,0001500.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
COURIER CAPITAL LLC 229,063$12,644,0001.48%
Motley Fool Wealth Management, LLC 208,148$11,490,0000.72%
Sovereign Financial Group, Inc. 23,210$1,281,0000.50%
Hedges Asset Management LLC 9,500$525,0000.50%
GARRISON BRADFORD & ASSOCIATES INC 6,500$359,0000.41%
TFG Advisers LLC 7,128$393,0000.21%
Financial Planning & Information Services, Inc. 14,195$784,0000.19%
Intercontinental Wealth Advisors, LLC 8,653$478,0000.13%
Conservest Capital Advisors, Inc. 18,242$1,007,0000.12%
OLD MISSION CAPITAL LLC 49,709$2,744,0000.08%
View complete list of WISDOMTREE TR shareholders