Pathstone Holdings, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 182 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$4,172,088
+8.3%
58,902
+8.1%
0.02%
+5.6%
Q1 2024$3,852,755
+8.2%
54,4790.0%0.02%
-5.3%
Q4 2023$3,561,83754,4790.02%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
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