Sand Hill Global Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 133 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sand Hill Global Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$210,000
-26.3%
2,232
-34.4%
0.01%
-26.3%
Q4 2020$285,000
-42.2%
3,404
-48.0%
0.02%
-48.6%
Q3 2020$493,000
-11.8%
6,542
-13.6%
0.04%
-17.8%
Q2 2020$559,000
+7.9%
7,575
-5.6%
0.04%
-8.2%
Q1 2020$518,000
-30.5%
8,022
-0.3%
0.05%
-27.9%
Q4 2019$745,000
+5.8%
8,0500.0%0.07%
+3.0%
Q3 2019$704,000
+2.0%
8,0500.0%0.07%
-7.0%
Q2 2019$690,000
-8.4%
8,050
-8.6%
0.07%
-7.8%
Q1 2019$753,000
+9.6%
8,804
-1.3%
0.08%
+4.1%
Q4 2018$687,000
-14.9%
8,9230.0%0.07%
-3.9%
Q3 2018$807,000
+4.1%
8,9230.0%0.08%
+1.3%
Q2 2018$775,000
-2.8%
8,923
-1.1%
0.08%
-3.8%
Q4 2017$797,000
+4.9%
9,0180.0%0.08%
-2.5%
Q3 2017$760,000
+2.4%
9,0180.0%0.08%
-4.7%
Q2 2017$742,000
-37.3%
9,018
-37.1%
0.08%
-44.4%
Q1 2017$1,183,000
+2.8%
14,3360.0%0.15%
-3.2%
Q4 2016$1,151,00014,3360.16%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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