Fieldpoint Private Securities, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,365,000
-13.3%
39,495
-0.3%
0.40%
+21.8%
Q1 2022$1,575,000
+2.7%
39,6100.0%0.32%
+8.0%
Q4 2021$1,533,000
+0.5%
39,610
-1.6%
0.30%
-10.9%
Q3 2021$1,525,000
-5.6%
40,260
-0.4%
0.34%
-4.2%
Q2 2021$1,615,000
+2.4%
40,435
+0.8%
0.35%
-4.1%
Q1 2021$1,577,00040,1200.37%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 1,060,517$41,051,0004.88%
Providence Wealth Advisors, LLC 41,895$1,658,0001.04%
Evanson Asset Management, LLC 118,157$4,574,0000.41%
Fieldpoint Private Securities, LLC 39,610$1,533,0000.30%
PrairieView Partners, LLC 45,888$1,776,0000.25%
Passive Capital Management, LLC. 7,690$297,6710.17%
WealthPLAN Partners, LLC 59,712$2,369,0000.16%
FinTrust Capital Advisors, LLC 12,950$501,0000.12%
OLD MISSION CAPITAL LLC 58,812$2,277,0000.09%
Madrona Financial Services, LLC 5,440$211,0000.09%
View complete list of WISDOMTREE TR shareholders