Elk River Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Elk River Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$854,956
-3.1%
14,2090.0%0.19%0.0%
Q2 2023$882,237
+2.5%
14,2090.0%0.19%
-3.1%
Q1 2023$860,923
-50.0%
14,209
-50.0%
0.20%
-6.7%
Q4 2022$1,723,55228,4180.21%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Connecticut Wealth Management, LLC 289,537$30,358,0003.22%
Truadvice, LLC 35,299$3,710,0001.13%
Kendall Capital Management 12,840$1,346,0000.98%
LCNB CORP 10,219$1,071,0000.61%
SONATA CAPITAL GROUP INC 11,320$1,187,0000.59%
Capital Advisory Group Advisory Services, LLC 10,215$1,071,0000.45%
CUTLER INVESTMENT COUNSEL LLC 19,761$2,072,0000.38%
EPIQ PARTNERS, LLC 3,950$414,0000.29%
GREAT VALLEY ADVISOR GROUP, INC. 26,166$2,744,0000.28%
JFS WEALTH ADVISORS, LLC 11,605$1,217,0000.26%
View complete list of WISDOMTREE TR shareholders