CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DOO and the CUSIP is 97717W786. A total of 33 filers reported holding WISDOMTREE TR in Q1 2023. 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 Q1 2023
NameSharesValueWeighting ↓
Truvestments Capital LLC 7,330$261,0000.15%
XML Financial, LLC 11,819$420,0000.10%
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 2,877$102,0000.05%
Urban Wealth Management, LLC 400$14,0000.05%
Larson Financial Group LLC 5,488$195,0000.03%
Sigma Planning Corp 15,117$538,0000.02%
Founders Financial Alliance, LLC 726$26,0000.01%
American Portfolios Advisors 7,435$264,3690.01%
GHP Investment Advisors, Inc. 3,588$128,0000.01%
OLD NATIONAL BANCORP /IN/ 8,090$288,0000.01%
View complete list of WISDOMTREE TR shareholders