CREATIVE FINANCIAL DESIGNS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DFJ and the CUSIP is 97717W836. A total of 55 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
Q1 2023$144
+7.5%
20.0%0.00%
Q4 2022$13420.0%0.00%
Q3 2022$020.0%0.00%
Q2 2022$020.0%0.00%
Q1 2022$020.0%0.00%
Q4 2021$020.0%0.00%
Q3 2021$020.0%0.00%
Q2 2021$020.0%0.00%
Q1 2021$020.0%0.00%
Q4 2020$020.0%0.00%
Q3 2020$020.0%0.00%
Q2 2020$020.0%0.00%
Q1 2020$0
-100.0%
2
-99.8%
0.00%
-100.0%
Q4 2019$68,000
+94.3%
916
+78.6%
0.03%
+57.9%
Q3 2019$35,0005130.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Morningstar Investment Services LLC 545,118$28,046,0001.44%
NEW VERNON INVESTMENT MANAGEMENT LLC 30,000$1,544,0001.26%
RiverFront Investment Group, LLC 654,890$33,694,0000.83%
ROBERTS GLORE & CO INC /IL/ 13,518$696,0000.48%
Cetera Advisors LLC 33,518$1,722,0000.13%
LPL Financial LLC 432,761$21,984,0000.13%
AVIANCE CAPITAL MANAGEMENT, LLC 59,868$3,080,0000.12%
Brookstone Capital Management 11,372$585,0000.11%
Private Advisor Group, LLC 30,247$1,556,0000.11%
BESSEMER GROUP INC 320,000$16,464,0000.05%
View complete list of WISDOMTREE TR shareholders