LRI Investments, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 172 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
LRI Investments, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$20,466
-7.5%
289
-7.7%
0.00%
-66.7%
Q1 2024$22,1343130.01%
Other shareholders
WISDOMTREE TR shareholders Q2 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