AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$225,000
-74.1%
6,023
-77.2%
0.00%
-75.0%
Q3 2020$870,000
-50.9%
26,456
-50.8%
0.01%
-55.6%
Q2 2020$1,772,000
+17.1%
53,750
+4.8%
0.03%
-22.9%
Q1 2020$1,513,000
-14.8%
51,309
+21.5%
0.04%
-10.3%
Q4 2019$1,776,000
+8.4%
42,244
+0.6%
0.04%
-17.0%
Q3 2019$1,639,00042,0120.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 159,355$6,218,0001.28%
Providence Wealth Advisors, LLC 33,820$1,320,0001.18%
Beacon Pointe Advisors, LLC 25,159$984,0000.42%
Beacon Pointe Wealth Advisors, LLC 43,463$1,698,0000.36%
WealthPLAN Partners, LLC 58,300$2,378,0000.32%
LVM CAPITAL MANAGEMENT LTD/MI 38,983$1,521,0000.32%
MADRONA FUNDS, LLC 9,293$363,0000.27%
Madrona Financial Services, LLC 9,293$363,0000.27%
Linscomb & Williams, Inc. 78,048$3,045,0000.24%
PrairieView Partners, LLC 24,765$966,0000.22%
View complete list of WISDOMTREE TR shareholders