Western Pacific Wealth Management, LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Western Pacific Wealth Management, LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$55,000
-11.3%
1,8200.0%0.06%
-8.3%
Q2 2022$62,000
-13.9%
1,8200.0%0.06%
+15.4%
Q1 2022$72,000
+2.9%
1,8200.0%0.05%
+15.6%
Q4 2021$70,0001,8200.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Vertex Planning Partners, LLC 611,241$22,123,9957.62%
BOS Asset Management, LLC 37,274$1,349,1400.99%
Breakwater Capital Group 39,837$1,408,2380.48%
CAHILL FINANCIAL ADVISORS INC 76,672$2,775,1730.46%
Formidable Asset Management, LLC 52,678$1,906,6880.42%
Evanson Asset Management, LLC 110,422$3,996,7300.37%
WealthPLAN Partners, LLC 55,099$1,994,3190.23%
Hilltop Partners LLC 15,068$545,3890.23%
Wealthcare Advisory Partners LLC 99,344$3,595,7730.16%
PrairieView Partners, LLC 31,963$1,1560.16%
View complete list of WISDOMTREE TR shareholders