AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDLS and the CUSIP is 97717X271. A total of 9 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,467,556
+21.7%
113,356
+24.8%
0.02%
+23.5%
Q2 2023$2,849,615
+31.1%
90,839
+32.0%
0.02%
+21.4%
Q1 2023$2,173,206
+22.5%
68,816
+16.2%
0.01%
+7.7%
Q4 2022$1,773,863
-1.7%
59,227
-7.9%
0.01%
-7.1%
Q3 2022$1,805,000
-27.5%
64,332
-22.1%
0.01%
-30.0%
Q2 2022$2,488,000
-8.0%
82,628
+2.1%
0.02%
+5.3%
Q1 2022$2,704,000
-6.1%
80,899
-1.2%
0.02%
-5.0%
Q4 2021$2,879,000
+5.3%
81,862
+4.2%
0.02%
-13.0%
Q3 2021$2,733,000
+21.0%
78,559
+19.9%
0.02%
+15.0%
Q2 2021$2,259,000
+30.1%
65,503
+26.9%
0.02%
+11.1%
Q1 2021$1,736,000
+73.9%
51,610
+59.6%
0.02%
+63.6%
Q4 2020$998,000
+29.8%
32,346
+16.5%
0.01%0.0%
Q3 2020$769,000
+15.6%
27,775
+9.3%
0.01%
+10.0%
Q2 2020$665,000
+39.1%
25,423
+22.9%
0.01%
-9.1%
Q1 2020$478,000
-23.0%
20,680
+9.6%
0.01%
-15.4%
Q4 2019$621,000
+152.4%
18,870
+129.5%
0.01%
+85.7%
Q3 2019$246,0008,2240.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
High Note Wealth, LLC 89,546$2,739,2111.13%
JT Stratford LLC 20,140$616,0810.16%
Exchange Capital Management, Inc. 23,049$705,0610.13%
Cetera Advisors LLC 154,395$4,722,9430.07%
Miracle Mile Advisors, LLC 56,532$1,729,3070.05%
AE Wealth Management LLC 113,356$3,467,5560.02%
OLD MISSION CAPITAL LLC 19,572$598,7070.01%
Geneos Wealth Management Inc. 1,851$56,6220.00%
Tradition Wealth Management, LLC 694$210.00%
LPL Financial LLC 112,095$3,428,9860.00%
View complete list of WISDOMTREE TR shareholders