Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is 2.94 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$270,624
+13.6%
3,042
+19.4%
0.00%
Q2 2023$238,263
+6.9%
2,547
+4.7%
0.00%
Q1 2023$222,917
+10.4%
2,432
+19.1%
0.00%
Q1 2022$202,000
-2.4%
2,0420.0%0.00%
Q4 2021$207,000
-0.5%
2,042
-4.7%
0.00%
Q2 2021$208,000
-25.2%
2,143
-43.2%
0.00%
-100.0%
Q2 2020$278,000
-0.7%
3,770
-13.0%
0.00%0.0%
Q1 2020$280,000
-0.7%
4,331
+42.0%
0.00%0.0%
Q4 2019$282,000
+5.6%
3,051
+0.0%
0.00%0.0%
Q3 2019$267,000
-4.6%
3,050
-6.6%
0.00%0.0%
Q2 2019$280,000
+26.1%
3,264
+25.6%
0.00%0.0%
Q1 2019$222,000
-29.3%
2,598
-26.8%
0.00%0.0%
Q4 2017$314,000
+12.1%
3,549
+7.0%
0.00%0.0%
Q3 2017$280,000
-9.1%
3,317
-11.2%
0.00%
-50.0%
Q2 2017$308,000
+1.0%
3,737
+1.0%
0.00%0.0%
Q1 2017$305,000
-15.0%
3,699
-17.2%
0.00%0.0%
Q4 2016$359,000
-7.2%
4,468
-9.3%
0.00%0.0%
Q3 2016$387,000
+18.3%
4,927
+16.3%
0.00%0.0%
Q2 2016$327,000
+2.2%
4,2360.0%0.00%0.0%
Q1 2016$320,000
+5.6%
4,236
-1.7%
0.00%0.0%
Q4 2015$303,000
+0.3%
4,308
-4.0%
0.00%
-33.3%
Q3 2015$302,000
-4.1%
4,486
+8.1%
0.00%0.0%
Q1 2015$315,000
-0.9%
4,1500.0%0.00%0.0%
Q4 2014$318,000
+101.3%
4,150
+93.0%
0.00%
+50.0%
Q3 2014$158,000
+12.9%
2,150
+13.2%
0.00%0.0%
Q2 2014$140,000
+17.6%
1,900
+11.8%
0.00%0.0%
Q1 2014$119,000
+395.8%
1,699
+386.8%
0.00%
Q4 2013$24,000
-61.9%
349
-64.6%
0.00%
-100.0%
Q3 2013$63,000
+186.4%
985
+179.8%
0.00%0.0%
Q2 2013$22,0003520.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
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