WealthPlan Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WealthPlan Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$2,283,029
+2.1%
58,993
-5.0%
0.16%
-1.8%
Q3 2022$2,236,000
-0.4%
62,080
+4.5%
0.16%
+4.5%
Q1 2022$2,246,00059,3980.16%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,430$35,771,0005.09%
Providence Wealth Advisors, LLC 30,326$1,139,0000.95%
Evanson Asset Management, LLC 138,044$5,168,0000.82%
PrairieView Partners, LLC 49,268$1,845,0000.32%
WealthPLAN Partners, LLC 59,633$2,263,0000.19%
Marshall Financial Group LLC 5,499$206,0000.13%
Madrona Financial Services, LLC 5,878$220,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 18,268$684,0000.12%
Beacon Pointe Advisors, LLC 37,210$1,395,0000.10%
OLD MISSION CAPITAL, LLC 40,258$1,507,0000.09%
View complete list of WISDOMTREE TR shareholders