MAI Capital Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 127 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
MAI Capital Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$264,439
-24.0%
2,885
-23.9%
0.00%
-33.3%
Q4 2022$348,032
+9.4%
3,791
-2.8%
0.01%0.0%
Q3 2022$318,000
+6.7%
3,900
+16.2%
0.01%0.0%
Q2 2022$298,000
-10.2%
3,3550.0%0.01%0.0%
Q1 2022$332,000
-2.1%
3,3550.0%0.01%
+20.0%
Q4 2021$339,000
+7.6%
3,3550.0%0.01%
-16.7%
Q3 2021$315,000
-30.3%
3,355
-27.8%
0.01%
-33.3%
Q2 2021$452,000
+3.2%
4,6460.0%0.01%
-10.0%
Q1 2021$438,000
+12.6%
4,6460.0%0.01%0.0%
Q4 2020$389,000
+74.4%
4,646
+56.9%
0.01%
+66.7%
Q3 2020$223,000
+2.3%
2,9610.0%0.01%
-14.3%
Q2 2020$218,000
-37.0%
2,961
-20.9%
0.01%
-36.4%
Q4 2019$346,000
+5.8%
3,7410.0%0.01%
-26.7%
Q3 2019$327,000
+2.2%
3,741
+0.3%
0.02%
+7.1%
Q2 2019$320,000
+53.1%
3,729
+52.2%
0.01%
+27.3%
Q1 2019$209,000
-5.9%
2,4500.0%0.01%0.0%
Q3 2018$222,000
+4.2%
2,4500.0%0.01%0.0%
Q2 2018$213,000
+2.9%
2,4500.0%0.01%
-8.3%
Q1 2018$207,000
-4.6%
2,4500.0%0.01%0.0%
Q4 2017$217,000
+4.8%
2,4500.0%0.01%
-7.7%
Q3 2017$207,000
-1.4%
2,450
-4.0%
0.01%
-7.1%
Q2 2017$210,000
-0.5%
2,5520.0%0.01%0.0%
Q1 2017$211,000
+2.9%
2,5520.0%0.01%
-6.7%
Q4 2016$205,000
+2.0%
2,5520.0%0.02%0.0%
Q3 2016$201,0002,5520.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders