Passive Capital Management, LLC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Passive Capital Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$354,935
-0.1%
5,8580.0%0.16%
-4.3%
Q4 2022$355,287
+12.1%
5,858
+0.3%
0.16%
-3.0%
Q3 2022$316,926
-5.7%
5,841
+0.6%
0.17%
-2.3%
Q2 2022$336,191
-9.7%
5,805
+0.6%
0.17%
-14.5%
Q1 2022$372,425
+0.0%
5,769
+0.3%
0.20%
-5.2%
Q4 2021$372,3135,7510.21%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 97,615$7,144,0006.47%
JFS WEALTH ADVISORS, LLC 151,451$11,085,0005.69%
LVZ, Inc. 19,174$1,430,0000.80%
SONATA CAPITAL GROUP INC 10,060$736,0000.63%
CUTLER INVESTMENT COUNSEL LLC 18,819$1,377,0000.45%
J.P. Turner & Co Capital Mnagement, LLC 7,808$571,0000.44%
Investors Capital Advisory Services 30,833$2,256,0000.41%
Concert Wealth Management Inc. 24,874$1,821,0000.24%
WADE G W & INC 15,013$1,099,0000.22%
BENEDICT FINANCIAL ADVISORS INC 4,150$306,0000.20%
View complete list of WISDOMTREE TR shareholders