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

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Joseph P. Lucia & Associates, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$104,000
-17.5%
3,000
-5.1%
0.07%
-5.2%
Q1 2022$126,000
+5.0%
3,1600.0%0.08%
+8.5%
Q3 2021$120,000
-4.0%
3,1600.0%0.07%
-5.3%
Q2 2021$125,000
+0.8%
3,1600.0%0.08%
+36.4%
Q1 2021$124,000
+5.1%
3,1600.0%0.06%
-32.9%
Q4 2020$118,000
+13.5%
3,1600.0%0.08%
-12.8%
Q2 2020$104,000
+11.8%
3,1600.0%0.09%
-8.7%
Q1 2020$93,000
-30.1%
3,1600.0%0.10%
-14.9%
Q4 2019$133,000
+40.0%
3,160
+30.3%
0.12%
+23.5%
Q3 2019$95,000
+14.5%
2,425
+17.4%
0.10%
+12.6%
Q2 2019$83,000
-96.0%
2,065
-97.6%
0.09%
-43.5%
Q1 2019$2,065,00084,8060.15%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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