Institute for Wealth Management, LLC. - 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
Institute for Wealth Management, LLC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$820,797
-5.3%
9,226
-0.4%
0.15%
+1.4%
Q2 2023$866,792
+1.2%
9,266
-0.9%
0.15%
-11.0%
Q1 2023$856,684
-0.2%
9,3460.0%0.16%
-8.9%
Q4 2022$858,037
+11.6%
9,346
-0.7%
0.18%
+4.0%
Q3 2022$769,000
-7.9%
9,4150.0%0.17%
+5.5%
Q2 2022$835,000
-11.2%
9,415
-0.8%
0.16%
+7.9%
Q1 2022$940,000
-2.1%
9,4880.0%0.15%
-2.6%
Q4 2021$960,000
+7.6%
9,4880.0%0.16%
-0.6%
Q3 2021$892,000
-3.4%
9,4880.0%0.16%
-3.1%
Q2 2021$923,000
+3.1%
9,4880.0%0.16%
-4.7%
Q1 2021$895,000
+12.7%
9,4880.0%0.17%
+7.6%
Q4 2020$794,000
+10.9%
9,4880.0%0.16%
-3.1%
Q3 2020$716,000
+2.3%
9,4880.0%0.16%
-4.7%
Q2 2020$700,000
+12.9%
9,488
-1.2%
0.17%
-10.5%
Q1 2020$620,000
-30.8%
9,603
-0.8%
0.19%
-5.4%
Q4 2019$896,000
+5.8%
9,6820.0%0.20%
-5.2%
Q3 2019$847,000
+2.0%
9,6820.0%0.21%
+15.8%
Q2 2019$830,000
-0.6%
9,682
-0.9%
0.18%
+1.1%
Q1 2019$835,000
+9.6%
9,772
-1.2%
0.18%
-41.9%
Q4 2018$762,000
-14.0%
9,893
-1.8%
0.31%
+52.7%
Q4 2017$886,000
+4.4%
10,0780.0%0.20%
-25.7%
Q3 2017$849,000
+2.4%
10,0780.0%0.28%
+21.1%
Q2 2017$829,00010,0780.23%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders