Asset Dedication, 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
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 Q2 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 68,266$5,836,0003.54%
Trilogy Capital Inc. 279,769$23,917,0002.85%
Salomon & Ludwin, LLC 139,610$11,935,0002.46%
Smart Money Group LLC 31,547$2,697,0002.36%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 78,100$6,677,0001.94%
Jaffetilchin Investment Partners, LLC 85,232$7,286,0001.62%
StrategIQ Financial Group, LLC 52,014$4,447,0001.37%
Ruggie Capital Group 11,280$964,0001.14%
Traverso Chambers Private Wealth Management, LLC 22,713$1,942,0000.95%
Well Done, LLC 40,288$3,444,0000.85%
View complete list of WISDOMTREE TR shareholders