Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$989,945
+40.1%
26,293
+33.5%
0.01%
+83.3%
Q4 2022$706,388
-99.8%
19,693
+1.5%
0.01%
+100.0%
Q3 2022$294,294,000
+38319.6%
19,396
-12.4%
0.00%
-62.5%
Q2 2022$766,000
+178.5%
22,152
+220.6%
0.01%
+166.7%
Q1 2022$275,000
-5.5%
6,909
-10.7%
0.00%0.0%
Q4 2020$291,0007,7410.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,797$37,569,0005.15%
Providence Wealth Advisors, LLC 39,167$1,540,0001.13%
Evanson Asset Management, LLC 140,459$5,521,0000.82%
Fieldpoint Private Securities, LLC 40,120$1,577,0000.37%
PrairieView Partners, LLC 49,170$1,933,0000.31%
WealthPLAN Partners, LLC 56,211$2,248,0000.17%
Marshall Financial Group LLC 5,272$207,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 17,503$688,0000.11%
Madrona Financial Services, LLC 5,380$211,0000.11%
OLD MISSION CAPITAL LLC 45,780$1,799,0000.10%
View complete list of WISDOMTREE TR shareholders