True Wealth Design, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
True Wealth Design, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,870,650
-12.2%
31,089
-9.4%
0.63%
-19.6%
Q2 2023$2,130,427
+1.2%
34,312
-1.2%
0.78%
-11.7%
Q1 2023$2,104,249
-13.2%
34,729
-13.2%
0.88%
-21.4%
Q4 2022$2,425,49839,9921.12%
Other shareholders
WISDOMTREE TR shareholders Q1 2023
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 78,070$5,574,0005.15%
Dorsey Wright & Associates 442,993$31,625,0004.42%
Arrow Investment Advisors, LLC 312,100$22,281,0004.03%
JFS WEALTH ADVISORS, LLC 162,695$11,615,0002.03%
WADE G W & INC 16,430$1,173,0000.34%
Investors Capital Advisory Services 22,912$1,635,0000.32%
Concert Wealth Management Inc. 22,200$1,582,0000.21%
Windsor Financial Group, LLC 4,710$336,0000.16%
B. Riley Wealth Management, Inc. 2,322$165,0000.12%
LPL Financial LLC 266,709$18,822,0000.11%
View complete list of WISDOMTREE TR shareholders