Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 131 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2018
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