High Note Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDLS and the CUSIP is 97717X271. A total of 18 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
High Note Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,739,211
-0.1%
89,546
+2.4%
1.13%
+1.3%
Q2 2023$2,742,263
-3.7%
87,417
-3.0%
1.12%
-4.8%
Q1 2023$2,846,574
+6.1%
90,139
+0.6%
1.17%
+4.5%
Q4 2022$2,682,250
+2.1%
89,558
-1.8%
1.12%
+7.0%
Q3 2022$2,627,000
-5.7%
91,193
-1.5%
1.05%
-3.4%
Q2 2022$2,787,000
-9.5%
92,543
+0.5%
1.09%
+0.1%
Q1 2022$3,078,000
-7.5%
92,109
-2.6%
1.09%
-3.2%
Q4 2021$3,326,000
+2.1%
94,575
+1.1%
1.12%
-4.4%
Q3 2021$3,257,000
+3.8%
93,551
+2.8%
1.17%
+3.1%
Q2 2021$3,137,000
+2.0%
90,989
-0.5%
1.14%
-4.7%
Q1 2021$3,075,000
+10.4%
91,416
+1.2%
1.20%
+1.0%
Q4 2020$2,785,00090,3371.18%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Fortis Advisors, LLC 1,513$46,0000.02%
NORTHWEST WEALTH MANAGEMENT, LLC 385$12,0000.01%
Asset Dedication, LLC 288$9,0000.00%
American Portfolios Advisors 500$15,1150.00%
Rockefeller Capital Management L.P. 1,948$59,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
Capital Investment Advisory Services, LLC 15$00.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 100$3,0000.00%
View complete list of WISDOMTREE TR shareholders