CAPTRUST FINANCIAL ADVISORS - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,222,209
-4.7%
13,738
+0.2%
0.01%0.0%
Q2 2023$1,282,885
+2.2%
13,715
+0.1%
0.01%
-16.7%
Q1 2023$1,255,432
-0.1%
13,697
+0.1%
0.01%0.0%
Q4 2022$1,256,131
+12.7%
13,683
+0.2%
0.01%0.0%
Q3 2022$1,115,000
-7.9%
13,662
+0.1%
0.01%
-25.0%
Q2 2022$1,211,000
-10.0%
13,643
+0.4%
0.01%
-11.1%
Q1 2022$1,346,000
-2.5%
13,586
-0.5%
0.01%0.0%
Q4 2021$1,381,000
+7.5%
13,654
-0.1%
0.01%
-18.2%
Q3 2021$1,285,000
+0.3%
13,672
+3.8%
0.01%
-8.3%
Q2 2021$1,281,000
+3.3%
13,170
+0.2%
0.01%
-7.7%
Q1 2021$1,240,000
+418.8%
13,148
+360.4%
0.01%
+333.3%
Q4 2020$239,000
+13.8%
2,856
+2.1%
0.00%0.0%
Q3 2020$210,000
+1.4%
2,797
-0.1%
0.00%0.0%
Q2 2020$207,000
+762.5%
2,800
+914.5%
0.00%
+200.0%
Q3 2019$24,000
+100.0%
276
+91.7%
0.00%
Q2 2019$12,0000.0%1440.0%0.00%
Q1 2019$12,0001440.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders