Gradient Investments LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 129 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,957
+4.6%
22
+10.0%
0.00%
Q2 2023$1,871
+2.1%
200.0%0.00%
Q1 2023$1,833
-0.2%
200.0%0.00%
Q4 2022$1,836
-8.2%
200.0%0.00%
Q3 2022$2,0000.0%200.0%0.00%
Q2 2022$2,0000.0%200.0%0.00%
Q1 2022$2,0000.0%200.0%0.00%
Q4 2021$2,0000.0%200.0%0.00%
Q3 2021$2,0000.0%200.0%0.00%
Q2 2021$2,0000.0%200.0%0.00%
Q1 2021$2,0000.0%200.0%0.00%
Q4 2020$2,0000.0%200.0%0.00%
Q3 2020$2,000
-50.0%
20
-60.0%
0.00%
Q2 2020$4,000
+33.3%
500.0%0.00%
Q1 2020$3,000
-40.0%
500.0%0.00%
Q4 2019$5,000
+25.0%
500.0%0.00%
Q3 2019$4,0000.0%500.0%0.00%
Q2 2019$4,0000.0%500.0%0.00%
Q1 2019$4,0000.0%500.0%0.00%
Q4 2018$4,000
-20.0%
500.0%0.00%
Q3 2018$5,000
+25.0%
500.0%0.00%
Q2 2018$4,0000.0%500.0%0.00%
Q1 2018$4,000
-60.0%
50
-57.3%
0.00%
-100.0%
Q4 2017$10,000
+66.7%
117
+69.6%
0.00%
Q2 2017$6,0000.0%690.0%0.00%
Q1 2017$6,0000.0%690.0%0.00%
-100.0%
Q4 2016$6,000
+20.0%
690.0%0.00%
Q3 2016$5,0000.0%690.0%0.00%
-100.0%
Q2 2016$5,0000.0%690.0%0.00%0.0%
Q1 2016$5,0000.0%690.0%0.00%0.0%
Q4 2015$5,000
-61.5%
69
-63.5%
0.00%
-50.0%
Q3 2015$13,000
-66.7%
189
-63.9%
0.00%
-60.0%
Q2 2015$39,000
-72.7%
524
-72.2%
0.01%
-76.2%
Q1 2015$143,000
-2.1%
1,885
-1.1%
0.02%
-12.5%
Q4 2014$146,000
-7.6%
1,906
-11.5%
0.02%
-17.2%
Q3 2014$158,000
-16.0%
2,154
-15.4%
0.03%
-21.6%
Q2 2014$188,000
-19.3%
2,546
-23.3%
0.04%
-31.5%
Q1 2014$233,000
+7.4%
3,321
+5.4%
0.05%
-6.9%
Q4 2013$217,000
-17.2%
3,152
-23.6%
0.06%
-30.1%
Q3 2013$262,000
-95.4%
4,123
-95.5%
0.08%
-96.1%
Q2 2013$5,701,00091,5482.14%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
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