Asset Dedication, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 131 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$34
+3.0%
387
+10.9%
0.00%0.0%
Q2 2023$33
+3.1%
3490.0%0.00%0.0%
Q1 2023$320.0%3490.0%0.00%0.0%
Q4 2022$32
-99.9%
3490.0%0.00%0.0%
Q3 2022$28,000
-9.7%
3490.0%0.00%
-40.0%
Q2 2022$31,000
-11.4%
3490.0%0.01%
+25.0%
Q1 2022$35,0000.0%3490.0%0.00%0.0%
Q4 2021$35,000
+6.1%
3490.0%0.00%0.0%
Q3 2021$33,000
-2.9%
3490.0%0.00%
-20.0%
Q2 2021$34,000
+3.0%
3490.0%0.01%
-28.6%
Q1 2021$33,000
+13.8%
3490.0%0.01%
+16.7%
Q4 2020$29,000
+11.5%
3490.0%0.01%0.0%
Q3 2020$26,0000.0%3490.0%0.01%
-14.3%
Q2 2020$26,000
+13.0%
3490.0%0.01%0.0%
Q1 2020$23,000
-28.1%
3490.0%0.01%
-22.2%
Q4 2019$32,000
+3.2%
3490.0%0.01%
-10.0%
Q3 2019$31,000
+3.3%
3490.0%0.01%0.0%
Q2 2019$30,0000.0%3490.0%0.01%0.0%
Q1 2019$30,000
+11.1%
3490.0%0.01%
-9.1%
Q4 2018$27,000
-15.6%
3490.0%0.01%
-8.3%
Q3 2018$32,000
+6.7%
3490.0%0.01%
+20.0%
Q2 2018$30,0003490.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Blue Sky Asset Management, LLC 44,789$3,302,0004.08%
Salomon & Ludwin, LLC 103,570$7,636,0001.64%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 68,825$5,074,0001.41%
Jaffetilchin Investment Partners, LLC 83,115$6,128,0001.35%
WealthBridge Capital Management, LLC 23,540$1,736,0000.98%
White Pine Investment CO 21,883$1,613,0000.80%
Well Done, LLC 32,045$2,363,0000.65%
CAHILL FINANCIAL ADVISORS INC 22,791$1,681,0000.65%
Garrison Asset Management, LLC 13,948$1,028,0000.58%
Traverso Chambers Private Wealth Management, LLC 18,629$1,373,0000.58%
View complete list of WISDOMTREE TR shareholders