Tradition Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDLS and the CUSIP is 97717X271. A total of 15 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tradition Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$23
+9.5%
6940.0%0.00%
-33.3%
Q3 2023$21
-4.5%
6940.0%0.00%0.0%
Q2 2023$220.0%6940.0%0.00%0.0%
Q1 2023$22
+4.8%
6940.0%0.00%0.0%
Q4 2022$21
-99.9%
6940.0%0.00%0.0%
Q3 2022$19,000
-9.5%
6940.0%0.00%0.0%
Q2 2022$21,000
-8.7%
6940.0%0.00%0.0%
Q1 2022$23,000
-4.2%
6940.0%0.00%0.0%
Q4 2021$24,0000.0%6940.0%0.00%0.0%
Q3 2021$24,0000.0%6940.0%0.00%
-25.0%
Q2 2021$24,000
+4.3%
6940.0%0.00%0.0%
Q1 2021$23,000
+9.5%
6940.0%0.00%0.0%
Q4 2020$21,0006940.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
High Note Wealth, LLC 101,622$3,491,7441.07%
Exchange Capital Management, Inc. 38,450$1,321,1390.22%
JT Stratford LLC 23,596$810,7610.15%
United Advisor Group, LLC 12,969$445,6160.14%
Accent Capital Management, LLC 4,491$154,3110.10%
Kraft, Davis & Associates, LLC 6,413$226,0610.07%
AE Wealth Management LLC 147,938$5,083,1400.05%
Miracle Mile Advisors, LLC 17,552$603,0800.02%
Frazier Financial Advisors, LLC 420$14,4320.01%
Addison Advisors LLC 861$29,5840.01%
View complete list of WISDOMTREE TR shareholders