ALBION FINANCIAL GROUP /UT - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 122 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.2%.

Quarter-by-quarter ownership
ALBION FINANCIAL GROUP /UT ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$33,806
-4.9%
3800.0%0.00%0.0%
Q2 2023$35,547
+2.1%
3800.0%0.00%0.0%
Q1 2023$34,831
-7.5%
380
-7.3%
0.00%
-25.0%
Q4 2022$37,640
+14.1%
4100.0%0.00%
+33.3%
Q3 2022$33,000
-8.3%
4100.0%0.00%
-25.0%
Q2 2022$36,000
-18.2%
410
-7.9%
0.00%0.0%
Q1 2022$44,000
-2.2%
4450.0%0.00%0.0%
Q4 2021$45,000
+4.7%
445
-2.8%
0.00%0.0%
Q3 2021$43,000
-4.4%
458
-0.4%
0.00%0.0%
Q2 2021$45,000
+15.4%
4600.0%0.00%0.0%
Q4 2020$39,000
-87.9%
460
-87.7%
0.00%
-90.5%
Q2 2019$322,000
+0.3%
3,7540.0%0.04%
-4.5%
Q1 2019$321,000
+11.1%
3,7540.0%0.04%
-2.2%
Q4 2018$289,000
-14.7%
3,7540.0%0.04%
-2.2%
Q3 2018$339,000
+3.0%
3,754
-0.9%
0.05%
-2.1%
Q2 2018$329,000
-48.6%
3,790
-50.0%
0.05%
-4.1%
Q1 2018$640,000
+91.0%
7,580
+100.0%
0.05%
-3.9%
Q4 2017$335,000
+4.0%
3,790
-0.8%
0.05%
+4.1%
Q3 2017$322,000
+2.5%
3,8200.0%0.05%
-5.8%
Q2 2017$314,000
-4.0%
3,820
-3.5%
0.05%
+6.1%
Q1 2017$327,000
+2.8%
3,9600.0%0.05%
-7.5%
Q4 2016$318,000
+9.7%
3,960
+7.5%
0.05%
+6.0%
Q3 2016$290,0000.0%3,685
-1.9%
0.05%
-3.8%
Q2 2016$290,000
+2.5%
3,7550.0%0.05%
+8.3%
Q1 2016$283,000
+7.2%
3,7550.0%0.05%
+6.7%
Q4 2015$264,000
+4.8%
3,7550.0%0.04%
-2.2%
Q3 2015$252,000
-40.1%
3,755
-34.4%
0.05%
-34.3%
Q2 2015$421,000
-0.9%
5,720
+2.1%
0.07%
-2.8%
Q1 2015$425,000
+4.4%
5,605
+5.7%
0.07%
+2.9%
Q4 2014$407,000
-8.9%
5,305
-13.0%
0.07%
-11.4%
Q3 2014$447,000
+10.1%
6,096
+10.8%
0.08%
+12.9%
Q2 2014$406,000
+10.9%
5,500
+5.7%
0.07%
+2.9%
Q1 2014$366,0005,2050.07%
Other shareholders
WISDOMTREE TR shareholders Q1 2017
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