GREAT VALLEY ADVISOR GROUP, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
GREAT VALLEY ADVISOR GROUP, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$407,000
-72.3%
7,504
-70.4%
0.02%
-71.6%
Q2 2022$1,471,000
-24.8%
25,393
-16.1%
0.08%
-28.9%
Q1 2022$1,955,000
-35.9%
30,275
-35.7%
0.11%
-39.4%
Q4 2021$3,049,000
+10.2%
47,103
+99.9%
0.19%
-1.6%
Q3 2021$2,767,000
-8.6%
23,562
-7.8%
0.19%
-14.7%
Q2 2021$3,028,000
+3.9%
25,560
-0.9%
0.22%
-20.3%
Q1 2021$2,915,000
+6.2%
25,791
-1.4%
0.28%
-1.1%
Q4 2020$2,744,000
+17.8%
26,166
+5.6%
0.28%
-0.7%
Q3 2020$2,329,000
+6.6%
24,783
+2.2%
0.29%
-20.1%
Q2 2020$2,185,000
+307.6%
24,245
+74.0%
0.36%
+79.0%
Q4 2018$536,00013,9360.20%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
626 Financial, LLC 314,548$18,926,33212.80%
Pinnacle Financial Group, LLC / IL 308,137$18,540,59411.03%
Vertex Planning Partners, LLC 338,573$20,371,9327.01%
Melone Private Wealth, LLC 114,754$6,904,7344.94%
FFG RETIREMENT ADVISORS LLC 96,567$5,810,4364.82%
Avant Capital LLC 29,271$1,761,2562.01%
KLR INVESTMENT ADVISORS, LLC 22,357$1,354,6371.23%
Capital Advisory Group Advisory Services, LLC 34,282$2,062,7481.17%
Connecticut Wealth Management, LLC 282,675$17,008,5551.16%
MGO Private Wealth, LLC 21,831$1,313,5870.98%
View complete list of WISDOMTREE TR shareholders