Beacon Pointe Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 72 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Beacon Pointe Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$1,620,000
-4.6%
38,524
-11.4%
0.30%
-16.8%
Q3 2019$1,698,000
+68.5%
43,463
+73.9%
0.36%
+68.1%
Q2 2019$1,008,000
+17.5%
24,999
+17.1%
0.21%
+8.7%
Q1 2019$858,000
+4.5%
21,351
-3.0%
0.20%
-33.8%
Q4 2018$821,00022,0220.30%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,430$35,771,0005.09%
Providence Wealth Advisors, LLC 30,326$1,139,0000.95%
Evanson Asset Management, LLC 138,044$5,168,0000.82%
PrairieView Partners, LLC 49,268$1,845,0000.32%
WealthPLAN Partners, LLC 59,633$2,263,0000.19%
Marshall Financial Group LLC 5,499$206,0000.13%
Madrona Financial Services, LLC 5,878$220,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 18,268$684,0000.12%
Beacon Pointe Advisors, LLC 37,210$1,395,0000.10%
OLD MISSION CAPITAL, LLC 40,258$1,507,0000.09%
View complete list of WISDOMTREE TR shareholders