American Portfolios Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 149 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$358,845
-6.3%
6,6130.0%0.02%
-6.2%
Q2 2022$382,984
-34.6%
6,613
-27.1%
0.02%
-20.0%
Q1 2022$586,039
-1.7%
9,077
-1.4%
0.02%0.0%
Q4 2021$596,089
+38.2%
9,207
+150.7%
0.02%
+25.0%
Q3 2021$431,217
-2.2%
3,672
-1.3%
0.02%
-5.9%
Q2 2021$441,034
+16.6%
3,722
+11.2%
0.02%0.0%
Q1 2021$378,394
+13.4%
3,347
+5.1%
0.02%0.0%
Q4 2020$333,820
+2.0%
3,184
-8.6%
0.02%
-10.5%
Q3 2020$327,322
-6.7%
3,484
-10.5%
0.02%
-17.4%
Q2 2020$350,682
+15.1%
3,8920.0%0.02%
-8.0%
Q1 2020$304,799
-25.8%
3,8920.0%0.02%
-13.8%
Q4 2019$410,848
+6.5%
3,8920.0%0.03%
-9.4%
Q3 2019$385,702
+2.0%
3,8920.0%0.03%0.0%
Q2 2019$378,157
-16.4%
3,892
-18.6%
0.03%
-25.6%
Q1 2019$452,438
+11.8%
4,7810.0%0.04%
-14.0%
Q4 2018$404,579
-11.9%
4,7810.0%0.05%
-5.7%
Q3 2018$459,180
+5.4%
4,7810.0%0.05%
-10.2%
Q2 2018$435,752
-11.8%
4,781
-13.8%
0.06%
-20.3%
Q1 2018$494,326
-13.0%
5,546
-9.2%
0.07%
-17.8%
Q4 2017$568,0756,1110.09%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 252,796$16,321,00013.22%
626 Financial, LLC 303,843$19,616,00012.56%
Melone Private Wealth, LLC 99,549$6,311,0005.15%
Arrow Investment Advisors, LLC 76,330$4,928,0003.65%
Connecticut Wealth Management, LLC 542,542$35,026,0002.68%
Avant Capital LLC 23,322$1,506,0001.68%
Capital Advisory Group Advisory Services, LLC 33,502$2,163,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,213$1,111,0000.82%
Dorsey Wright & Associates 45,070$2,910,0000.68%
Kendall Capital Management 17,580$1,135,0000.55%
View complete list of WISDOMTREE TR shareholders