Nadler Financial Group, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 114 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Nadler Financial Group, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$571,853
-1.9%
5,7300.0%0.07%
-6.9%
Q1 2024$583,199
+6.1%
5,7300.0%0.07%
-2.7%
Q4 2023$549,527
+7.8%
5,7300.0%0.07%
-3.9%
Q3 2023$509,755
-4.9%
5,7300.0%0.08%
-1.3%
Q2 2023$535,997
-30.8%
5,730
-32.1%
0.08%
-36.6%
Q1 2023$774,069
-25.7%
8,445
-25.6%
0.12%
-32.4%
Q4 2022$1,041,525
+4.0%
11,345
-7.5%
0.18%
-4.2%
Q3 2022$1,001,000
-30.6%
12,265
-24.6%
0.19%
-28.6%
Q2 2022$1,443,000
-13.7%
16,265
-3.6%
0.27%
+1.5%
Q1 2022$1,672,000
-5.3%
16,875
-3.3%
0.26%
+0.4%
Q4 2021$1,765,000
+3.2%
17,455
-4.1%
0.26%
-6.5%
Q3 2021$1,711,000
-9.3%
18,205
-6.1%
0.28%
-9.7%
Q2 2021$1,886,000
-2.1%
19,390
-5.1%
0.31%
-10.2%
Q1 2021$1,927,000
+2.6%
20,435
-9.0%
0.34%
-4.2%
Q4 2020$1,879,000
+4.6%
22,445
-5.8%
0.36%
-9.8%
Q3 2020$1,797,000
+1.2%
23,820
-1.1%
0.40%
-10.4%
Q2 2020$1,776,000
+11.1%
24,090
-2.7%
0.44%
-9.8%
Q1 2020$1,599,000
-32.3%
24,762
-3.0%
0.49%
-15.8%
Q4 2019$2,362,000
+5.8%
25,530
+0.0%
0.58%
-6.1%
Q3 2019$2,232,000
+2.0%
25,527
+0.0%
0.62%
-1.7%
Q2 2019$2,189,000
+0.3%
25,524
+0.0%
0.63%
-8.9%
Q1 2019$2,182,000
-20.5%
25,522
-28.4%
0.70%
-22.9%
Q4 2018$2,745,000
-18.9%
35,653
-4.8%
0.90%
-1.6%
Q3 2018$3,386,000
-2.3%
37,447
-6.1%
0.92%
-6.6%
Q2 2018$3,466,000
+1.6%
39,885
-1.2%
0.98%
-6.7%
Q1 2018$3,412,000
-5.1%
40,364
-0.7%
1.05%
-4.2%
Q4 2017$3,594,000
+1.6%
40,661
-3.1%
1.10%
-5.9%
Q3 2017$3,538,000
-3.4%
41,954
-5.7%
1.17%
-6.5%
Q2 2017$3,663,000
-4.1%
44,507
-3.8%
1.25%
-6.4%
Q1 2017$3,819,000
-0.1%
46,265
-2.8%
1.33%
-6.0%
Q4 2016$3,823,000
-0.8%
47,593
-2.9%
1.42%
-6.7%
Q3 2016$3,853,000
-1.4%
49,035
-3.3%
1.52%
-7.9%
Q2 2016$3,909,000
+1.2%
50,683
-1.0%
1.65%
-2.4%
Q1 2016$3,861,000
-9.4%
51,181
-15.6%
1.69%
-12.2%
Q4 2015$4,262,000
-5.4%
60,630
-9.5%
1.92%
-14.6%
Q3 2015$4,503,000
-64.5%
67,002
-61.1%
2.25%
-62.4%
Q2 2015$12,675,000
-18.3%
172,305
-15.7%
5.99%
-19.7%
Q1 2015$15,516,000
+0.5%
204,426
+1.5%
7.46%
-6.7%
Q4 2014$15,440,000
+6.5%
201,308
+1.9%
8.00%
-7.9%
Q3 2014$14,497,000
+8.8%
197,501
+9.6%
8.68%
+3.7%
Q2 2014$13,319,000
+2.8%
180,227
-2.3%
8.38%
-3.0%
Q1 2014$12,955,000
-0.7%
184,406
-2.8%
8.63%
+2.2%
Q4 2013$13,052,000
+9.6%
189,796
+1.4%
8.45%
-2.4%
Q3 2013$11,906,000
+4.2%
187,119
+2.0%
8.65%
+7.4%
Q2 2013$11,425,000183,4698.05%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 72,575$5,991,0003.94%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 94,517$7,802,0002.75%
Jacobus Wealth Management, Inc. 79,272$6,544,0001.83%
Well Done, LLC 58,768$4,851,0001.72%
Jaffetilchin Investment Partners, LLC 80,979$6,685,0001.70%
CAHILL FINANCIAL ADVISORS INC 31,777$2,624,0001.52%
Nadler Financial Group, Inc. 46,265$3,819,0001.33%
SHINE INVESTMENT ADVISORY SERVICES INC 15,646$1,292,0000.85%
Garrison Asset Management, LLC 16,879$1,393,0000.82%
McKinley Carter Wealth Services, Inc. 21,386$1,765,0000.82%
View complete list of WISDOMTREE TR shareholders