XML Financial, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 43 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
XML Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$339,503
-25.3%
9,038
-22.4%
0.04%
-22.6%
Q2 2023$454,434
-1.6%
11,653
-1.9%
0.05%
-5.4%
Q1 2023$461,696
+7.5%
11,882
-0.0%
0.06%
+3.7%
Q4 2022$429,316
+19.3%
11,886
+0.7%
0.05%
+8.0%
Q3 2022$360,000
-14.3%
11,809
-0.1%
0.05%
-47.4%
Q2 2022$420,000
-11.9%
11,819
-0.7%
0.10%
+66.7%
Q1 2022$477,000
-79.7%
11,901
-78.8%
0.06%
-79.9%
Q4 2021$2,350,000
+10.0%
56,143
+7.2%
0.28%
-0.7%
Q3 2021$2,136,000
-45.6%
52,395
-42.3%
0.28%
-67.0%
Q2 2021$3,929,000
+14.0%
90,843
+11.9%
0.86%
+2.9%
Q1 2021$3,447,000
+6.8%
81,206
+1.7%
0.84%
+0.4%
Q4 2020$3,229,000
+35.3%
79,865
+20.4%
0.84%
+12.3%
Q3 2020$2,386,000
+62.9%
66,329
+60.8%
0.74%
+46.7%
Q2 2020$1,465,000
+200.2%
41,239
+166.0%
0.51%
+140.8%
Q1 2020$488,000
-91.7%
15,506
-88.7%
0.21%
-90.1%
Q4 2019$5,866,000137,6342.13%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 80,150$3,267,0000.45%
XML Financial, LLC 52,395$2,136,0000.28%
Truvestments Capital LLC 4,566$186,0000.10%
Bedel Financial Consulting, Inc. 3,373$137,0000.05%
Larson Financial Group LLC 5,513$225,0000.04%
KESTRA PRIVATE WEALTH SERVICES, LLC 17,537$715,0000.04%
Cetera Advisor Networks LLC 28,112$1,146,0000.02%
Sigma Planning Corp 12,636$515,0000.02%
WEDBUSH SECURITIES INC 7,523$307,0000.02%
American Portfolios Advisors 9,365$381,7450.01%
View complete list of WISDOMTREE TR shareholders