ARGI Investment Services, 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
ARGI Investment Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$1,157
-99.9%
12,601
-0.5%
0.04%
+2.8%
Q3 2022$1,033,000
-9.1%
12,659
-1.1%
0.04%
-5.3%
Q2 2022$1,136,000
-10.8%
12,798
-0.4%
0.04%0.0%
Q1 2022$1,273,000
-2.8%
12,855
-0.8%
0.04%0.0%
Q4 2021$1,310,000
+7.6%
12,958
+0.1%
0.04%
-2.6%
Q3 2021$1,217,000
-4.2%
12,951
-0.8%
0.04%
-4.9%
Q2 2021$1,270,000
+2.5%
13,058
-0.6%
0.04%
-6.8%
Q1 2021$1,239,000
-2.5%
13,135
-13.5%
0.04%
-10.2%
Q4 2020$1,271,000
+13.5%
15,186
+2.2%
0.05%
-2.0%
Q3 2020$1,120,000
-1.6%
14,853
-3.8%
0.05%
-9.1%
Q2 2020$1,138,000
+13.6%
15,435
-0.5%
0.06%
-1.8%
Q1 2020$1,002,000
-34.7%
15,519
-7.4%
0.06%
-21.1%
Q4 2019$1,534,000
+5.0%
16,761
+0.3%
0.07%
-5.3%
Q3 2019$1,461,000
+4.2%
16,712
+2.3%
0.08%0.0%
Q2 2019$1,402,000
-0.5%
16,344
-0.8%
0.08%
-6.2%
Q1 2019$1,409,000
+11.1%
16,478
+0.0%
0.08%
-1.2%
Q4 2018$1,268,000
-15.0%
16,473
-0.1%
0.08%
-9.0%
Q3 2018$1,491,000
+4.0%
16,493
-0.0%
0.09%
-2.2%
Q2 2018$1,434,000
-1.0%
16,498
-3.7%
0.09%
-2.2%
Q1 2018$1,448,000
-5.1%
17,125
-0.8%
0.09%
-7.9%
Q4 2017$1,526,000
+5.0%
17,265
+0.2%
0.10%
+1.0%
Q3 2017$1,454,000
+2.5%
17,238
+0.1%
0.10%
-6.5%
Q2 2017$1,418,000
-4.2%
17,223
-3.9%
0.11%
-8.5%
Q1 2017$1,480,000
+3.9%
17,926
+1.1%
0.12%
-4.9%
Q4 2016$1,424,000
+7.7%
17,728
+5.3%
0.12%
+2.5%
Q3 2016$1,322,000
+1.1%
16,831
-2.4%
0.12%
-8.4%
Q2 2016$1,308,000
-0.1%
17,251
-0.6%
0.13%
-3.0%
Q1 2016$1,309,000
-10.2%
17,348
-16.3%
0.14%
-15.6%
Q4 2015$1,457,000
+5.2%
20,724
+0.6%
0.16%
+1.9%
Q3 2015$1,385,000
-7.9%
20,607
+0.8%
0.16%
-4.3%
Q2 2015$1,504,000
-1.9%
20,452
+1.2%
0.16%
-4.1%
Q1 2015$1,533,000
-10.4%
20,201
-13.3%
0.17%
-24.3%
Q3 2014$1,711,000
-1.0%
23,305
-0.4%
0.23%
-6.6%
Q2 2014$1,728,000
+4.4%
23,392
-0.7%
0.24%
-8.0%
Q1 2014$1,655,000
+3.9%
23,552
+1.7%
0.26%
-4.0%
Q4 2013$1,593,000
+1.2%
23,158
-6.4%
0.27%
-6.8%
Q3 2013$1,574,000
-16.5%
24,740
-18.3%
0.29%
-24.0%
Q2 2013$1,885,00030,2720.39%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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