WealthPlan Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,797$37,569,0005.15%
Providence Wealth Advisors, LLC 39,167$1,540,0001.13%
Evanson Asset Management, LLC 140,459$5,521,0000.82%
Fieldpoint Private Securities, LLC 40,120$1,577,0000.37%
PrairieView Partners, LLC 49,170$1,933,0000.31%
WealthPLAN Partners, LLC 56,211$2,248,0000.17%
Marshall Financial Group LLC 5,272$207,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 17,503$688,0000.11%
Madrona Financial Services, LLC 5,380$211,0000.11%
OLD MISSION CAPITAL LLC 45,780$1,799,0000.10%
View complete list of WISDOMTREE TR shareholders