AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDLS and the CUSIP is 97717X271. A total of 21 filers reported holding WISDOMTREE TR in Q3 2023. 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
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 2023
NameSharesValueWeighting ↓
Systelligence, LLC 134,228$4,418,0001.62%
Fortis Advisors, LLC 1,573$52,0000.03%
Simplicity Solutions, LLC 18,400$606,0000.02%
AE Wealth Management LLC 18,870$621,0000.01%
Citadel Advisors 38,901$1,280,0000.00%
American Portfolios Advisors 500$16,4580.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
Capital Investment Advisory Services, LLC 15$00.00%
UBS Group AG 971$32,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 100$3,0000.00%
View complete list of WISDOMTREE TR shareholders