SIGNATUREFD, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 138 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$43,939
-4.9%
4940.0%0.00%0.0%
Q2 2023$46,201
+2.1%
4940.0%0.00%0.0%
Q1 2023$45,272
-0.2%
4940.0%0.00%0.0%
Q4 2022$45,343
+13.4%
4940.0%0.00%0.0%
Q3 2022$40,000
-9.1%
4940.0%0.00%0.0%
Q2 2022$44,000
-10.2%
4940.0%0.00%0.0%
Q1 2022$49,000
-39.5%
494
-42.5%
0.00%
-66.7%
Q3 2021$81,000
-2.4%
859
+0.8%
0.00%0.0%
Q2 2021$83,000
+3.8%
852
+0.7%
0.00%
-25.0%
Q1 2021$80,000
+12.7%
846
+0.4%
0.00%
+33.3%
Q4 2020$71,000
+12.7%
843
+1.2%
0.00%0.0%
Q3 2020$63,000
+3.3%
833
+1.0%
0.00%
-25.0%
Q2 2020$61,000
+15.1%
825
+1.0%
0.00%
-20.0%
Q1 2020$53,000
-66.0%
817
-51.7%
0.01%
-58.3%
Q4 2019$156,000
+122.9%
1,690
+110.7%
0.01%
+100.0%
Q3 2019$70,000
+2.9%
802
+0.9%
0.01%0.0%
Q2 2019$68,000
+1.5%
795
+1.0%
0.01%0.0%
Q1 2019$67,000
+11.7%
787
+0.5%
0.01%0.0%
Q4 2018$60,000
-14.3%
783
+1.3%
0.01%
-14.3%
Q3 2018$70,000
-1.4%
773
-4.7%
0.01%
-12.5%
Q2 2018$71,0008110.01%
Other shareholders
WISDOMTREE TR shareholders Q4 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