Geneos Wealth Management Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDLS and the CUSIP is 97717X271. A total of 20 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$56,622
-2.5%
1,8510.0%0.00%0.0%
Q2 2023$58,066
-0.7%
1,8510.0%0.00%
-25.0%
Q1 2023$58,455
+5.4%
1,8510.0%0.00%
+33.3%
Q4 2022$55,437
+692.0%
1,851
+640.4%
0.00%
Q2 2022$7,000
-12.5%
2500.0%0.00%
Q1 2022$8,0000.0%2500.0%0.00%
Q4 2021$8,0000.0%2500.0%0.00%
Q3 2021$8,0000.0%2500.0%0.00%
Q2 2021$8,0000.0%2500.0%0.00%
Q1 2021$8,0000.0%2500.0%0.00%
Q4 2020$8,0002500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
High Note Wealth, LLC 89,558$2,682,2501.12%
Miracle Mile Advisors, LLC 137,519$4,118,7060.14%
JT Stratford LLC 14,140$423,4850.14%
Exchange Capital Management, Inc. 15,572$466,3920.10%
Cetera Advisors LLC 148,259$4,440,3570.08%
AE Wealth Management LLC 59,227$1,773,8630.01%
Geneos Wealth Management Inc. 1,851$55,4370.00%
Tradition Wealth Management, LLC 694$210.00%
IFP Advisors, Inc 2,400$790.00%
Cambridge Investment Research Advisors, Inc. 12,356$3700.00%
View complete list of WISDOMTREE TR shareholders