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

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Vertex Planning Partners, LLC 611,241$22,123,9957.62%
BOS Asset Management, LLC 37,274$1,349,1400.99%
Breakwater Capital Group 39,837$1,408,2380.48%
CAHILL FINANCIAL ADVISORS INC 76,672$2,775,1730.46%
Formidable Asset Management, LLC 52,678$1,906,6880.42%
Evanson Asset Management, LLC 110,422$3,996,7300.37%
WealthPLAN Partners, LLC 55,099$1,994,3190.23%
Hilltop Partners LLC 15,068$545,3890.23%
Wealthcare Advisory Partners LLC 99,344$3,595,7730.16%
PrairieView Partners, LLC 31,963$1,1560.16%
View complete list of WISDOMTREE TR shareholders