PIN OAK INVESTMENT ADVISORS INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PIN OAK INVESTMENT ADVISORS INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$7
-12.5%
740.0%0.01%
-12.5%
Q1 2024$8
+14.3%
740.0%0.01%
+14.3%
Q4 2023$70.0%740.0%0.01%
-12.5%
Q3 2023$70.0%740.0%0.01%0.0%
Q2 2023$70.0%740.0%0.01%
-11.1%
Q1 2023$70.0%740.0%0.01%0.0%
Q4 2022$7
-99.9%
74
-50.0%
0.01%
-40.0%
Q3 2022$12,000
-7.7%
1480.0%0.02%
-6.2%
Q2 2022$13,000
-13.3%
1480.0%0.02%0.0%
Q1 2022$15,0000.0%1480.0%0.02%
+6.7%
Q4 2021$15,000
+7.1%
1480.0%0.02%0.0%
Q3 2021$14,0000.0%1480.0%0.02%
+7.1%
Q2 2021$14,0000.0%1480.0%0.01%
+16.7%
Q1 2021$14,000
+16.7%
1480.0%0.01%
+20.0%
Q4 2020$12,000
+9.1%
1480.0%0.01%
-9.1%
Q3 2020$11,0000.0%1480.0%0.01%
+10.0%
Q2 2020$11,000
+10.0%
1480.0%0.01%0.0%
Q1 2020$10,000
-28.6%
1480.0%0.01%
-9.1%
Q4 2019$14,000
+7.7%
1480.0%0.01%0.0%
Q3 2019$13,0000.0%1480.0%0.01%
+10.0%
Q2 2019$13,0000.0%1480.0%0.01%0.0%
Q1 2019$13,000
+18.2%
1480.0%0.01%0.0%
Q4 2018$11,0001480.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2024
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,480$8,101,9202.45%
Jaffetilchin Investment Partners, LLC 86,515$8,297,0850.81%
ROBINSON SMITH WEALTH ADVISORS LLC 7,970$764,2970.75%
WealthBridge Capital Management, LLC 20,705$1,985,6860.74%
White Pine Investment CO 20,358$1,9520.63%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Westside Investment Management, Inc. 17,932$1,719,8320.44%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23,730$2,275,7880.41%
Traverso Chambers Private Wealth Management, LLC 16,326$1,565,7240.38%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$470,0230.36%
View complete list of WISDOMTREE TR shareholders