Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 149 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$6,447,396
+1.8%
107,153
+5.0%
0.06%0.0%
Q2 2023$6,335,974
+4.5%
102,045
+2.0%
0.06%
-4.5%
Q1 2023$6,064,417
+1.9%
100,089
+2.0%
0.07%
+24.5%
Q4 2022$5,952,979
-99.9%
98,153
-44.6%
0.05%
+3.9%
Q3 2022$4,811,807,000
+99010.3%
177,166
+111.3%
0.05%
+2.0%
Q2 2022$4,855,000
-2.8%
83,838
+8.3%
0.05%
-3.8%
Q1 2022$4,996,000
+8.5%
77,383
+8.8%
0.05%
+10.6%
Q4 2021$4,604,000
+14.9%
71,113
+108.4%
0.05%
+17.5%
Q3 2021$4,006,000
+1.4%
34,121
+2.3%
0.04%
-11.1%
Q2 2021$3,950,000
+10.0%
33,340
+5.0%
0.04%
-2.2%
Q1 2021$3,590,000
+10.6%
31,756
+1.9%
0.05%
+21.1%
Q4 2020$3,246,000
-99.9%
31,153
+7.3%
0.04%
-25.5%
Q3 2020$2,733,000,00029,0390.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 252,796$16,321,00013.22%
626 Financial, LLC 303,843$19,616,00012.56%
Melone Private Wealth, LLC 99,549$6,311,0005.15%
Arrow Investment Advisors, LLC 76,330$4,928,0003.65%
Connecticut Wealth Management, LLC 542,542$35,026,0002.68%
Avant Capital LLC 23,322$1,506,0001.68%
Capital Advisory Group Advisory Services, LLC 33,502$2,163,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,213$1,111,0000.82%
Dorsey Wright & Associates 45,070$2,910,0000.68%
Kendall Capital Management 17,580$1,135,0000.55%
View complete list of WISDOMTREE TR shareholders