Alta Wealth Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Alta Wealth Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$626,435
-3.2%
10,411
-0.1%
0.38%
+1.1%
Q2 2023$647,290
+14.2%
10,425
+11.4%
0.38%
+6.1%
Q1 2023$567,003
+25.5%
9,358
+25.6%
0.36%
+17.4%
Q4 2022$451,9037,4510.30%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 78,070$5,574,0005.15%
Dorsey Wright & Associates 442,993$31,625,0004.42%
Arrow Investment Advisors, LLC 312,100$22,281,0004.03%
JFS WEALTH ADVISORS, LLC 162,695$11,615,0002.03%
WADE G W & INC 16,430$1,173,0000.34%
Investors Capital Advisory Services 22,912$1,635,0000.32%
Concert Wealth Management Inc. 22,200$1,582,0000.21%
Windsor Financial Group, LLC 4,710$336,0000.16%
B. Riley Wealth Management, Inc. 2,322$165,0000.12%
LPL Financial LLC 266,709$18,822,0000.11%
View complete list of WISDOMTREE TR shareholders