SHINE INVESTMENT ADVISORY SERVICES INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 126 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is 0.16 and the average weighting 0.4%.

Quarter-by-quarter ownership
SHINE INVESTMENT ADVISORY SERVICES INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$776,000
-13.6%
10,283
-15.6%
0.26%
-19.8%
Q2 2020$898,000
+14.1%
12,1840.0%0.33%
-10.1%
Q1 2020$787,000
-34.0%
12,184
-5.5%
0.36%
-23.2%
Q4 2019$1,193,000
-9.8%
12,899
-14.7%
0.48%
-24.1%
Q3 2019$1,322,000
-0.7%
15,123
-2.6%
0.63%
+1.6%
Q2 2019$1,331,000
+0.3%
15,520
+0.0%
0.62%0.0%
Q1 2019$1,327,000
+11.1%
15,519
+0.1%
0.62%
+4.6%
Q4 2018$1,194,000
-14.8%
15,507
+0.0%
0.59%
-20.2%
Q3 2018$1,402,000
+5.0%
15,504
+0.9%
0.74%
+8.1%
Q2 2018$1,335,000
+2.8%
15,363
+0.0%
0.68%
-1.0%
Q1 2018$1,299,000
-4.3%
15,362
+0.0%
0.69%
+2.1%
Q4 2017$1,358,000
+4.1%
15,361
-0.7%
0.68%
-0.4%
Q3 2017$1,305,000
+2.4%
15,4760.0%0.68%
+4.9%
Q2 2017$1,274,000
-1.4%
15,476
-1.1%
0.65%
-24.2%
Q1 2017$1,292,000
+2.1%
15,646
-0.7%
0.85%
-18.4%
Q4 2016$1,265,000
+0.7%
15,751
-1.5%
1.05%
-5.7%
Q3 2016$1,256,000
-99.9%
15,991
-3.6%
1.11%
-24.4%
Q2 2016$1,279,000,000
-0.7%
16,590
-2.9%
1.47%
+1.4%
Q1 2016$1,288,000,000
+7.3%
17,0770.0%1.45%
+22.0%
Q4 2015$1,200,000,000
+3.6%
17,077
-0.9%
1.19%
-10.8%
Q3 2015$1,158,000,000
-11.4%
17,2260.0%1.33%
+10.6%
Q1 2015$1,307,000,000
-2.7%
17,226
-1.6%
1.20%
-20.1%
Q4 2014$1,343,000,000
-2.2%
17,510
-6.4%
1.51%
-5.8%
Q3 2014$1,373,000,000
-2.9%
18,707
-2.2%
1.60%
-2.3%
Q2 2014$1,414,000,00019,1311.64%
Other shareholders
WISDOMTREE TR shareholders Q4 2016
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders