Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$664
-12.6%
7,461
-8.1%
0.00%0.0%
Q2 2023$760
-14.0%
8,121
-15.8%
0.00%
-25.0%
Q1 2023$884
+12.9%
9,647
+13.1%
0.00%0.0%
Q4 2022$783
-99.9%
8,532
-6.9%
0.00%0.0%
Q3 2022$748,000
-54.1%
9,162
-50.1%
0.00%
-55.6%
Q2 2022$1,629,000
-20.6%
18,359
-11.3%
0.01%0.0%
Q1 2022$2,051,000
-3.0%
20,704
-1.0%
0.01%0.0%
Q4 2021$2,115,000
+11.3%
20,914
+3.5%
0.01%0.0%
Q3 2021$1,900,000
+31.6%
20,212
+36.1%
0.01%
+28.6%
Q2 2021$1,444,000
+19.3%
14,851
+15.7%
0.01%0.0%
Q1 2021$1,210,000
+6.5%
12,833
-5.4%
0.01%0.0%
Q4 2020$1,136,000
+15.9%
13,568
+4.4%
0.01%0.0%
Q3 2020$980,000
+5.8%
12,991
+3.4%
0.01%0.0%
Q2 2020$926,000
-8.4%
12,566
-19.7%
0.01%
-30.0%
Q1 2020$1,011,000
-43.1%
15,654
-18.5%
0.01%
-28.6%
Q4 2019$1,776,000
+5.8%
19,198
+0.0%
0.01%
-6.7%
Q3 2019$1,678,000
-10.8%
19,194
-12.5%
0.02%
-11.8%
Q2 2019$1,882,000
+5.3%
21,944
+4.9%
0.02%0.0%
Q1 2019$1,788,000
+12.8%
20,916
+1.6%
0.02%
-5.6%
Q4 2018$1,585,000
-15.9%
20,589
-1.2%
0.02%0.0%
Q3 2018$1,884,000
+8.9%
20,832
+4.6%
0.02%0.0%
Q2 2018$1,730,000
-1.8%
19,910
-4.5%
0.02%
-10.0%
Q1 2018$1,762,000
+2.4%
20,839
+7.1%
0.02%0.0%
Q4 2017$1,720,000
+38.3%
19,457
+31.9%
0.02%
+17.6%
Q3 2017$1,244,000
+11.5%
14,750
+8.8%
0.02%
+6.2%
Q2 2017$1,116,000
-7.2%
13,560
-6.9%
0.02%
-23.8%
Q1 2017$1,203,000
-6.2%
14,569
-8.7%
0.02%
-12.5%
Q4 2016$1,282,000
+0.5%
15,966
-1.6%
0.02%0.0%
Q3 2016$1,275,000
+61.8%
16,226
+58.8%
0.02%
+41.2%
Q2 2016$788,000
+75.5%
10,219
+71.7%
0.02%
+70.0%
Q1 2016$449,000
+1.6%
5,953
-5.2%
0.01%0.0%
Q4 2015$442,000
+2.3%
6,282
-2.3%
0.01%
-16.7%
Q3 2015$432,000
-31.3%
6,428
-24.8%
0.01%
-29.4%
Q2 2015$629,000
-18.4%
8,546
-15.9%
0.02%
-22.7%
Q1 2015$771,000
+1.6%
10,161
+2.7%
0.02%
-8.3%
Q4 2014$759,000
+10.2%
9,893
+5.4%
0.02%
+20.0%
Q3 2014$689,000
-3.9%
9,386
-3.2%
0.02%
-20.0%
Q2 2014$717,000
+13.3%
9,696
+7.6%
0.02%
+4.2%
Q1 2014$633,000
+9.5%
9,013
+7.2%
0.02%0.0%
Q4 2013$578,000
+11.6%
8,411
+3.4%
0.02%
+4.3%
Q3 2013$518,000
+11.2%
8,134
+8.7%
0.02%
-4.2%
Q2 2013$466,0007,4840.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders