CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 42 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$11,269
-3.7%
3000.0%0.00%0.0%
Q2 2023$11,699
+0.4%
3000.0%0.00%
-50.0%
Q1 2023$11,657
+7.6%
3000.0%0.00%0.0%
Q4 2022$10,836
+20.4%
3000.0%0.00%
+100.0%
Q3 2022$9,000
-18.2%
3000.0%0.00%
-50.0%
Q2 2022$11,000
-15.4%
3000.0%0.00%0.0%
Q4 2021$13,000
+8.3%
3000.0%0.00%0.0%
Q3 2021$12,000
-7.7%
3000.0%0.00%0.0%
Q2 2021$13,0000.0%3000.0%0.00%
-33.3%
Q1 2021$13,000
+8.3%
3000.0%0.00%0.0%
Q4 2020$12,000
+9.1%
3000.0%0.00%0.0%
Q3 2020$11,0000.0%3000.0%0.00%0.0%
Q2 2020$11,0003000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Telos Capital Management, Inc. 80,150$3,267,0000.45%
XML Financial, LLC 52,395$2,136,0000.28%
Truvestments Capital LLC 4,566$186,0000.10%
Bedel Financial Consulting, Inc. 3,373$137,0000.05%
Larson Financial Group LLC 5,513$225,0000.04%
KESTRA PRIVATE WEALTH SERVICES, LLC 17,537$715,0000.04%
Cetera Advisor Networks LLC 28,112$1,146,0000.02%
Sigma Planning Corp 12,636$515,0000.02%
WEDBUSH SECURITIES INC 7,523$307,0000.02%
American Portfolios Advisors 9,365$381,7450.01%
View complete list of WISDOMTREE TR shareholders