Integrated Wealth Concepts LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 35 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Integrated Wealth Concepts LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$3,581,000
+8.9%
119,974
+12.0%
0.12%0.0%
Q2 2021$3,289,000
+9.6%
107,143
+6.3%
0.12%
-4.9%
Q1 2021$3,000,000
+72.5%
100,803
+61.5%
0.12%
+50.0%
Q4 2020$1,739,000
+22.2%
62,428
+11.5%
0.08%
-6.8%
Q3 2020$1,423,000
+16.0%
55,965
+15.6%
0.09%0.0%
Q2 2020$1,227,000
+69.9%
48,400
+53.3%
0.09%
+31.3%
Q1 2020$722,000
+29.6%
31,563
+71.8%
0.07%
+42.6%
Q4 2019$557,00018,3720.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
FFG RETIREMENT ADVISORS LLC 116,182$3,538,9042.94%
Exchange Capital Management, Inc. 479,374$14,601,7232.76%
Stratos Investment Management, LLC 430,424$13,110,7211.96%
Kure Advisory, LLC 90,519$2,757,2201.56%
Rooted Wealth Advisors, Inc. 73,810$2,2951.41%
Harvest Investment Services, LLC 54,401$1,657,0541.07%
Atomi Financial Group, Inc. 56,505$1,721,1420.58%
Occidental Asset Management, LLC 68,868$2,097,7290.49%
MARIPAU WEALTH MANAGEMENT LLC 16,731$509,6260.47%
MOODY NATIONAL BANK TRUST DIVISION 223,038$6,793,7370.44%
View complete list of WISDOMTREE TR shareholders