Westside Investment Management, Inc. - 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
Westside Investment Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,621,348
-4.4%
18,225
+0.6%
0.47%
-2.5%
Q2 2023$1,695,146
-2.5%
18,121
-4.5%
0.48%
-6.3%
Q1 2023$1,738,762
+96337.2%
18,969
-3.5%
0.51%
+12675.0%
Q4 2022$1,803
-99.9%
19,647
+0.5%
0.00%0.0%
Q3 2022$1,596,000
-1.5%
19,557
+7.0%
0.00%0.0%
Q2 2022$1,621,000
-11.6%
18,271
-1.3%
0.00%0.0%
Q1 2022$1,834,000
-6.2%
18,517
-4.3%
0.00%0.0%
Q4 2021$1,956,000
+11.8%
19,348
+3.9%
0.00%0.0%
Q3 2021$1,749,000
-4.8%
18,617
-1.5%
0.00%0.0%
Q2 2021$1,837,000
+1.9%
18,893
-1.2%
0.00%
-20.0%
Q1 2021$1,802,000
+5.1%
19,118
-6.7%
0.01%0.0%
Q4 2020$1,714,000
+16.0%
20,480
+4.4%
0.01%
+400.0%
Q3 2020$1,478,000
+2.0%
19,609
-0.3%
0.00%0.0%
Q2 2020$1,449,000
+59.2%
19,663
+39.5%
0.00%0.0%
Q1 2020$910,000
+32.8%
14,091
+76.3%
0.00%
-50.0%
Q2 2019$685,000
-99.8%
7,993
+117.5%
0.00%
-98.1%
Q4 2018$282,965,000
+1.1%
3,675
+19.4%
0.10%
+16.9%
Q3 2018$279,760,000
+12.9%
3,078
+7.4%
0.09%
+2.3%
Q2 2018$247,743,000
+5.0%
2,867
+0.1%
0.09%
-33.1%
Q1 2018$235,893,000
-5.1%
2,863
+3.7%
0.13%
-3.7%
Q4 2017$248,643,000
+5.8%
2,760
+0.1%
0.14%
-4.9%
Q3 2017$234,978,000
-0.9%
2,757
-4.9%
0.14%
-8.4%
Q2 2017$237,067,000
-5.2%
2,898
-4.9%
0.16%
+30.3%
Q1 2017$249,993,000
+23.5%
3,047
+22.1%
0.12%
-13.8%
Q4 2016$202,369,0002,4950.14%
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