LPL Financial LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 128 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,969,015
+3.8%
33,374
+9.1%
0.00%0.0%
Q2 2023$2,860,199
+16.2%
30,577
+13.8%
0.00%0.0%
Q1 2023$2,462,181
-11.9%
26,862
-11.7%
0.00%0.0%
Q4 2022$2,793,207
+8.5%
30,426
-3.6%
0.00%0.0%
Q3 2022$2,575,000
-10.8%
31,547
-3.0%
0.00%
-33.3%
Q2 2022$2,886,000
-9.9%
32,520
+0.6%
0.00%0.0%
Q1 2022$3,203,000
-6.9%
32,333
-4.9%
0.00%0.0%
Q4 2021$3,440,000
+0.3%
34,015
-6.8%
0.00%0.0%
Q3 2021$3,431,000
-3.5%
36,509
-0.1%
0.00%
-25.0%
Q2 2021$3,555,000
+0.6%
36,553
-2.4%
0.00%0.0%
Q1 2021$3,533,000
+15.5%
37,470
+2.5%
0.00%0.0%
Q4 2020$3,060,000
+1.1%
36,546
-9.0%
0.00%
-20.0%
Q3 2020$3,028,000
-10.4%
40,148
-12.4%
0.01%
-16.7%
Q2 2020$3,380,000
+20.6%
45,839
+5.7%
0.01%0.0%
Q1 2020$2,802,000
-36.2%
43,380
-8.6%
0.01%
-25.0%
Q4 2019$4,391,000
+0.3%
47,467
-5.2%
0.01%
-11.1%
Q3 2019$4,380,000
+0.1%
50,097
-1.8%
0.01%0.0%
Q2 2019$4,376,000
+0.8%
51,019
+0.4%
0.01%
-10.0%
Q1 2019$4,343,000
+9.0%
50,797
-1.8%
0.01%
-9.1%
Q4 2018$3,983,000
-20.1%
51,744
-6.1%
0.01%
-8.3%
Q3 2018$4,985,000
-11.4%
55,125
-14.8%
0.01%
-20.0%
Q2 2018$5,625,000
-4.3%
64,736
-6.9%
0.02%
-6.2%
Q1 2018$5,880,000
+1.7%
69,548
+6.3%
0.02%
-11.1%
Q4 2017$5,782,000
+28.0%
65,417
+22.1%
0.02%
+12.5%
Q3 2017$4,517,000
-5.2%
53,568
-7.5%
0.02%
-11.1%
Q2 2017$4,766,000
+0.1%
57,904
-0.1%
0.02%
-43.8%
Q1 2017$4,761,000
+0.3%
57,990
-0.8%
0.03%
-11.1%
Q4 2016$4,749,000
+8.2%
58,436
+3.0%
0.04%
-14.3%
Q3 2016$4,389,000
+9.4%
56,743
+9.1%
0.04%
+23.5%
Q2 2016$4,012,000
-50.1%
52,018
-52.0%
0.03%
+54.5%
Q1 2016$8,040,000
+11.1%
108,444
+5.4%
0.02%
+10.0%
Q4 2015$7,234,000
+83.5%
102,915
+82.6%
0.02%
-9.1%
Q3 2015$3,943,000
-42.3%
56,375
-39.3%
0.02%
-37.1%
Q2 2015$6,835,000
-1.1%
92,826
+1.6%
0.04%0.0%
Q1 2015$6,908,000
+3.9%
91,337
+5.4%
0.04%
-2.8%
Q4 2014$6,646,000
+3.4%
86,650
-2.0%
0.04%
-5.3%
Q3 2014$6,427,000
+1.9%
88,445
+3.7%
0.04%
+2.7%
Q2 2014$6,306,000
+4.2%
85,326
-0.9%
0.04%0.0%
Q1 2014$6,051,000
-8.5%
86,129
-10.4%
0.04%
-9.8%
Q4 2013$6,614,000
+3.1%
96,172
-2.9%
0.04%
-4.7%
Q3 2013$6,415,000
-8.4%
99,007
-12.0%
0.04%
-14.0%
Q2 2013$7,005,000112,4930.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
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