Biondo Investment Advisors, 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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Biondo Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$871,165
-3.9%
9,793
+1.1%
0.16%
-2.4%
Q2 2023$906,190
+4.4%
9,688
+2.3%
0.17%
-4.5%
Q1 2023$868,249
-3.3%
9,473
-3.1%
0.18%
-12.0%
Q4 2022$897,621
+11.4%
9,778
-1.0%
0.20%
+7.5%
Q3 2022$806,000
-7.1%
9,873
+1.0%
0.19%
-2.6%
Q2 2022$868,000
-14.6%
9,778
-4.7%
0.19%
+6.7%
Q1 2022$1,016,000
+1.1%
10,255
+3.2%
0.18%
+7.2%
Q4 2021$1,005,000
+15.5%
9,940
+7.3%
0.17%
+12.1%
Q3 2021$870,000
+2.4%
9,260
+5.9%
0.15%
+2.1%
Q2 2021$850,000
-4.6%
8,740
-7.5%
0.15%
-17.5%
Q1 2021$891,000
+17.7%
9,450
+4.6%
0.18%
+22.1%
Q4 2020$757,000
+9.4%
9,037
-1.5%
0.14%
-3.3%
Q3 2020$692,000
+5.0%
9,172
+2.5%
0.15%
-9.6%
Q2 2020$659,000
+20.9%
8,945
+6.0%
0.17%
-8.3%
Q1 2020$545,000
-29.1%
8,435
+1.5%
0.18%
+2.3%
Q4 2019$769,000
+6.4%
8,310
+0.5%
0.18%
-4.3%
Q3 2019$723,000
+0.6%
8,265
-1.4%
0.18%
+8.8%
Q2 2019$719,000
+3.6%
8,385
+3.3%
0.17%
-2.3%
Q1 2019$694,000
+17.8%
8,115
+6.1%
0.17%
-2.2%
Q4 2018$589,000
-18.2%
7,645
-4.0%
0.18%
+4.1%
Q3 2018$720,000
-0.3%
7,965
-4.2%
0.17%
-6.0%
Q2 2018$722,000
+4.2%
8,310
+1.4%
0.18%
+0.6%
Q1 2018$693,000
-8.0%
8,195
-3.8%
0.18%
-4.7%
Q4 2017$753,000
+0.1%
8,515
-4.5%
0.19%
-8.2%
Q3 2017$752,000
+2.5%
8,9150.0%0.21%
-2.4%
Q2 2017$734,000
+7.0%
8,915
+0.2%
0.21%
-13.5%
Q1 2017$686,000
-2.0%
8,895
+2.0%
0.24%
+5.6%
Q4 2016$700,000
+2.2%
8,720
+0.1%
0.23%0.0%
Q3 2016$685,000
-0.1%
8,715
-2.0%
0.23%
-5.3%
Q2 2016$686,000
+17.5%
8,895
+14.9%
0.24%
+10.9%
Q1 2016$584,000
+27.5%
7,740
+18.9%
0.22%
+45.4%
Q4 2015$458,000
+1.8%
6,510
-2.8%
0.15%
+1.3%
Q3 2015$450,000
-11.6%
6,700
-3.2%
0.15%
-2.0%
Q2 2015$509,000
-1.9%
6,925
+1.2%
0.15%
-0.6%
Q1 2015$519,000
+2.8%
6,840
+3.9%
0.15%
+1.3%
Q4 2014$505,000
+14.5%
6,585
+9.7%
0.15%
+12.6%
Q3 2014$441,000
+8.9%
6,005
+9.6%
0.14%
+5.5%
Q2 2014$405,000
+19.5%
5,480
+13.5%
0.13%
+14.3%
Q1 2014$339,000
+31.4%
4,830
+29.0%
0.11%
+27.3%
Q4 2013$258,000
+20.0%
3,745
+10.6%
0.09%
+7.3%
Q3 2013$215,0003,3850.08%
Other shareholders
WISDOMTREE TR shareholders Q1 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