Kestra Advisory Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is EUDG and the CUSIP is 97717X610. A total of 33 filers reported holding WISDOMTREE TR in Q4 2021. 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
Q2 2024$927,972
-0.8%
28,948
+1.1%
0.01%
-16.7%
Q1 2024$935,365
-1.8%
28,636
-4.3%
0.01%
-25.0%
Q4 2023$952,926
+7.1%
29,938
-3.8%
0.01%
-11.1%
Q3 2023$889,599
+1.0%
31,135
+8.2%
0.01%0.0%
Q2 2023$880,368
+3.0%
28,767
+1.5%
0.01%0.0%
Q1 2023$854,315
+24.9%
28,330
+12.9%
0.01%
+50.0%
Q4 2022$684,261
-99.9%
25,086
-49.1%
0.01%0.0%
Q3 2022$569,569,000
+88479.9%
49,264
+101.4%
0.01%
-14.3%
Q2 2022$643,000
+0.6%
24,460
+19.7%
0.01%0.0%
Q1 2022$639,000
-26.2%
20,431
-18.8%
0.01%
-22.2%
Q4 2021$866,000
+8.9%
25,147
+1.6%
0.01%
+12.5%
Q3 2021$795,000
+87.5%
24,757
+96.7%
0.01%
+60.0%
Q2 2021$424,000
+15.5%
12,587
+7.1%
0.01%0.0%
Q1 2021$367,000
+56.8%
11,753
+54.1%
0.01%
+66.7%
Q4 2020$234,0007,6260.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Old Port Advisors 75,077$2,574,0000.93%
Cedar Wealth Management, LLC 27,281$919,0000.41%
Southland Equity Partners LLC 7,615$256,4730.12%
CAPITAL MANAGEMENT CORP /VA 10,500$354,0000.08%
HEADINVEST, LLC 9,745$328,0000.06%
BEACON FINANCIAL GROUP 9,139$306,0000.04%
NEXT Financial Group, Inc 2,493$84,0000.01%
North Star Investment Management Corp. 2,200$74,0000.01%
Kestra Advisory Services, LLC 12,587$424,0000.01%
Cambridge Investment Research Advisors, Inc. 19,292$650,0000.00%
View complete list of WISDOMTREE TR shareholders