Gateway Wealth Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 169 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$613,385
+3.9%
8,660
+3.7%
0.18%
-12.7%
Q1 2024$590,625
+13.5%
8,352
+4.9%
0.21%
+1.0%
Q4 2023$520,553
+9.3%
7,962
+0.6%
0.21%
+144.2%
Q3 2023$476,055
+21.0%
7,912
+24.8%
0.09%
+22.9%
Q2 2023$393,5306,3380.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Connecticut Wealth Management, LLC 405,884$42,849,0004.72%
Kendall Capital Management 12,840$1,356,0001.07%
EPIQ PARTNERS, LLC 7,750$818,0000.83%
LCNB CORP 11,499$1,214,0000.74%
SONATA CAPITAL GROUP INC 9,320$984,0000.59%
MOSELEY INVESTMENT MANAGEMENT INC 4,110$434,0000.43%
Clearwater Capital Advisors, LLC 19,649$2,074,0000.35%
Gradient Capital Advisors, LLC 4,588$484,0000.34%
CUTLER INVESTMENT COUNSEL LLC 14,981$1,582,0000.32%
JFS WEALTH ADVISORS, LLC 11,330$1,196,0000.30%
View complete list of WISDOMTREE TR shareholders