Joseph P. Lucia & Associates, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$32,000
-11.1%
5500.0%0.02%
+4.5%
Q1 2022$36,000
+12.5%
550
+100.0%
0.02%
+15.8%
Q3 2021$32,000
-3.0%
2750.0%0.02%
-5.0%
Q2 2021$33,000
+6.5%
2750.0%0.02%
+42.9%
Q1 2021$31,000
+6.9%
2750.0%0.01%
-30.0%
Q4 2020$29,000
+16.0%
2750.0%0.02%
-9.1%
Q2 2020$25,000
+13.6%
2750.0%0.02%
-8.3%
Q1 2020$22,000
-24.1%
2750.0%0.02%
-7.7%
Q4 2019$29,000
+7.4%
2750.0%0.03%
-7.1%
Q3 2019$27,0000.0%2750.0%0.03%0.0%
Q2 2019$27,000
-90.2%
275
-99.0%
0.03%
+40.0%
Q1 2019$275,00026,5400.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders