Belpointe Asset Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 102 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$330,815
-4.0%
5,498
-0.9%
0.03%
-5.6%
Q2 2023$344,475
-16.1%
5,548
-18.2%
0.04%
+63.6%
Q1 2023$410,800
-33.1%
6,780
-33.1%
0.02%
-40.5%
Q4 2022$614,263
+11.7%
10,1280.0%0.04%0.0%
Q3 2022$550,000
-6.1%
10,1280.0%0.04%
-5.1%
Q2 2022$586,000
+16.7%
10,128
+30.4%
0.04%
+30.0%
Q1 2022$502,000
-1.2%
7,764
-1.0%
0.03%
-6.2%
Q4 2021$508,000
+8.1%
7,842
+96.0%
0.03%0.0%
Q3 2021$470,000
-0.8%
4,0010.0%0.03%
-5.9%
Q2 2021$474,000
+4.9%
4,0010.0%0.03%
-12.8%
Q1 2021$452,000
+4.6%
4,001
-2.9%
0.04%0.0%
Q4 2020$432,000
-40.5%
4,119
-51.2%
0.04%
-20.4%
Q3 2020$726,000
+91.1%
8,438
+100.0%
0.05%0.0%
Q2 2020$380,000
+15.2%
4,2190.0%0.05%
-15.5%
Q1 2020$330,000
-25.8%
4,2190.0%0.06%
+3.6%
Q4 2019$445,000
+6.2%
4,219
-0.2%
0.06%
-17.6%
Q3 2019$419,000
+0.5%
4,229
-1.4%
0.07%
-17.1%
Q2 2019$417,000
+14.9%
4,2910.0%0.08%
-10.9%
Q4 2018$363,000
-11.9%
4,2910.0%0.09%
+41.5%
Q3 2018$412,000
+28.0%
4,291
+21.3%
0.06%
-27.8%
Q2 2018$322,000
+3.5%
3,537
+1.3%
0.09%
-1.1%
Q1 2018$311,000
-22.1%
3,492
-18.5%
0.09%
+4.6%
Q4 2017$399,000
+29.1%
4,287
+21.7%
0.09%
+20.8%
Q3 2017$309,0003,5240.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 78,070$5,574,0005.15%
Dorsey Wright & Associates 442,993$31,625,0004.42%
Arrow Investment Advisors, LLC 312,100$22,281,0004.03%
JFS WEALTH ADVISORS, LLC 162,695$11,615,0002.03%
WADE G W & INC 16,430$1,173,0000.34%
Investors Capital Advisory Services 22,912$1,635,0000.32%
Concert Wealth Management Inc. 22,200$1,582,0000.21%
Windsor Financial Group, LLC 4,710$336,0000.16%
B. Riley Wealth Management, Inc. 2,322$165,0000.12%
LPL Financial LLC 266,709$18,822,0000.11%
View complete list of WISDOMTREE TR shareholders