Newbridge Financial Services Group, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DDWM and the CUSIP is 97717X263. A total of 35 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Newbridge Financial Services Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$15,733
+5.7%
5090.0%0.01%
-11.1%
Q4 2022$14,888
+14.5%
509
+2.4%
0.01%
+12.5%
Q3 2022$13,000
-7.1%
497
+1.2%
0.01%
-11.1%
Q2 2022$14,000
-6.7%
4910.0%0.01%
+28.6%
Q1 2022$15,0000.0%4910.0%0.01%0.0%
Q4 2021$15,0000.0%4910.0%0.01%
-22.2%
Q3 2021$15,000
+114.3%
491
+101.2%
0.01%
+125.0%
Q2 2021$7,0002440.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Exchange Capital Management, Inc. 383,431$10,679,0002.38%
Opus Capital Group, LLC 298,337$8,309,0002.11%
Stratos Investment Management, LLC 102,546$2,856,0000.90%
Truadvice, LLC 52,696$1,489,0000.45%
Hochman Cole Investment Advisors, Inc. 20,333$566,0000.24%
WESCAP Management Group, Inc. 23,153$644,0000.19%
Caprock Group, LLC 58,853$1,639,0000.19%
Savant Capital, LLC 91,653$2,553,0000.15%
Patriot Financial Group Insurance Agency, LLC 15,655$436,0000.11%
Integrated Wealth Concepts LLC 62,428$1,739,0000.08%
View complete list of WISDOMTREE TR shareholders