Jaffetilchin Investment Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Jaffetilchin Investment Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,647,239
-4.1%
85,960
+0.8%
0.84%
+0.2%
Q2 2023$7,976,088
+2.7%
85,267
+0.6%
0.84%
-4.6%
Q1 2023$7,768,174
+0.3%
84,750
+0.5%
0.88%
-6.7%
Q4 2022$7,743,293
+13.3%
84,345
+0.7%
0.94%
+7.8%
Q3 2022$6,837,000
-7.4%
83,761
+0.7%
0.88%
+0.6%
Q2 2022$7,382,000
-3.7%
83,188
+0.5%
0.87%
-3.3%
Q1 2022$7,667,000
-8.4%
82,7930.0%0.90%
+13.9%
Q4 2021$8,373,000
+7.6%
82,7930.0%0.79%
-4.3%
Q3 2021$7,781,000
-48.1%
82,793
-50.0%
0.83%
-19.9%
Q2 2021$14,983,000
+91.9%
165,586
+100.0%
1.03%
+12.4%
Q1 2021$7,808,000
+12.6%
82,7930.0%0.92%
-6.4%
Q4 2020$6,932,000
+10.6%
82,793
-0.4%
0.98%
-15.0%
Q3 2020$6,269,000
+2.3%
83,118
+0.0%
1.16%
-14.3%
Q2 2020$6,128,000
+11.9%
83,115
-1.9%
1.35%
-30.2%
Q1 2020$5,474,000
-30.6%
84,752
-0.6%
1.93%
+13.6%
Q4 2019$7,890,000
+5.8%
85,303
+0.0%
1.70%
-4.4%
Q3 2019$7,456,000
+2.0%
85,278
+0.0%
1.78%
+4.6%
Q2 2019$7,312,000
+0.4%
85,256
+0.0%
1.70%
+5.3%
Q1 2019$7,286,000
+11.7%
85,232
+0.5%
1.62%
-0.7%
Q4 2018$6,525,000
-14.6%
84,766
+0.3%
1.63%
+1.1%
Q3 2018$7,639,000
+5.1%
84,477
+1.0%
1.61%
-0.2%
Q2 2018$7,269,000
+3.1%
83,658
+0.3%
1.62%
+2.2%
Q1 2018$7,053,000
-2.4%
83,424
+2.1%
1.58%
-34.2%
Q4 2017$7,223,000
+4.0%
81,717
-0.7%
2.40%
+46.9%
Q3 2017$6,942,000
+4.3%
82,323
+1.8%
1.64%
-27.3%
Q2 2017$6,654,000
-0.5%
80,836
-0.2%
2.25%
+32.5%
Q1 2017$6,685,000
+3.6%
80,979
+0.8%
1.70%
-11.6%
Q4 2016$6,452,000
+3.1%
80,334
+0.9%
1.92%
-3.3%
Q3 2016$6,256,000
+2.8%
79,618
+0.8%
1.99%
+7.8%
Q2 2016$6,088,000
+3.0%
78,948
+0.8%
1.84%
-1.2%
Q1 2016$5,908,000
+8.1%
78,318
+0.7%
1.87%
+5.2%
Q4 2015$5,467,000
+5.7%
77,784
+1.1%
1.77%
-8.0%
Q3 2015$5,173,000
-9.8%
76,964
-1.3%
1.93%
+12.1%
Q2 2015$5,734,000
-2.3%
77,944
+0.8%
1.72%
-3.1%
Q1 2015$5,868,000
-0.5%
77,317
+0.6%
1.78%
-10.3%
Q4 2014$5,897,000
+5.5%
76,886
+1.0%
1.98%
-3.5%
Q3 2014$5,590,000
+0.1%
76,158
+0.8%
2.05%
+3.0%
Q2 2014$5,582,000
+4.4%
75,529
-0.7%
1.99%
-4.6%
Q1 2014$5,345,000
+2.7%
76,091
+0.5%
2.09%
-18.6%
Q4 2013$5,206,000
+7.9%
75,709
-0.2%
2.57%
-9.2%
Q3 2013$4,825,000
+3.3%
75,837
+1.1%
2.82%
-12.6%
Q2 2013$4,671,00075,0083.23%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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