Elk River Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 165 filers reported holding WISDOMTREE TR in Q2 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 Q2 2023
NameSharesValueWeighting ↓
JD Financial Services Inc. 37,314$4,381,0004.00%
Connecticut Wealth Management, LLC 272,986$32,054,0002.80%
Kendall Capital Management 10,940$1,285,0000.70%
Capital Advisory Group Advisory Services, LLC 14,558$1,709,0000.62%
Certified Advisory Corp 19,513$2,291,0000.56%
LCNB CORP 9,019$1,059,0000.54%
SONATA CAPITAL GROUP INC 9,320$1,094,0000.49%
MOSELEY INVESTMENT MANAGEMENT INC 4,110$488,0000.24%
Gradient Capital Advisors, LLC 3,843$451,0000.21%
Blue Barn Wealth, LLC 2,002$235,0000.21%
View complete list of WISDOMTREE TR shareholders