CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$321,154
+16.5%
5,337
+20.3%
0.04%
+15.6%
Q2 2023$275,571
+101.2%
4,438
+96.3%
0.03%
+77.8%
Q1 2023$136,994
-3.9%
2,261
-3.8%
0.02%
-14.3%
Q4 2022$142,528
+2.5%
2,350
-8.5%
0.02%
-8.7%
Q3 2022$139,000
-10.3%
2,568
-4.2%
0.02%
-8.0%
Q2 2022$155,000
-10.9%
2,680
-0.5%
0.02%
-3.8%
Q1 2022$174,000
+38.1%
2,694
+38.4%
0.03%
+36.8%
Q4 2021$126,000
+3.3%
1,946
+87.7%
0.02%
-5.0%
Q3 2021$122,000
+64.9%
1,037
+66.5%
0.02%
+53.8%
Q2 2021$74,0006230.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 309,400$18,765,09513.26%
626 Financial, LLC 310,943$18,858,70513.11%
Vertex Planning Partners, LLC 510,071$30,935,77812.07%
FFG RETIREMENT ADVISORS LLC 125,775$7,628,2546.96%
Melone Private Wealth, LLC 99,957$6,062,4205.14%
Arrow Investment Advisors, LLC 114,024$6,915,5554.86%
Rooted Wealth Advisors, Inc. 77,563$4,7043.95%
Connecticut Wealth Management, LLC 530,892$32,198,6262.73%
MGO Private Wealth, LLC 78,558$4,764,5142.17%
Avant Capital LLC 22,971$1,393,2201.71%
View complete list of WISDOMTREE TR shareholders