VICUS CAPITAL - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 124 filers reported holding WISDOMTREE TR in Q2 2017. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
VICUS CAPITAL ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2019$1,405,000
+7.2%
16,070
+5.2%
0.20%
+6.5%
Q2 2019$1,311,000
-1.0%
15,281
-1.4%
0.18%
-12.4%
Q1 2019$1,324,000
+1.0%
15,492
-9.0%
0.21%
-9.9%
Q4 2018$1,311,000
-23.3%
17,027
-9.9%
0.23%
-15.3%
Q3 2018$1,710,000
-7.1%
18,904
-10.8%
0.28%
-9.2%
Q2 2018$1,841,000
-15.5%
21,185
-17.8%
0.30%
-19.6%
Q1 2018$2,178,000
-19.4%
25,764
-15.7%
0.38%
-20.0%
Q4 2017$2,703,000
+2.3%
30,577
-2.4%
0.47%
-7.6%
Q3 2017$2,642,000
+3.3%
31,328
+0.8%
0.51%
-2.5%
Q2 2017$2,557,000
-4.1%
31,068
-3.8%
0.52%
-9.2%
Q1 2017$2,667,000
+7.2%
32,309
+4.3%
0.58%
+4.0%
Q4 2016$2,487,000
+1.2%
30,965
-1.0%
0.55%
-0.9%
Q3 2016$2,458,000
+2.2%
31,289
+0.3%
0.56%
-4.1%
Q2 2016$2,405,000
+9.9%
31,185
+7.5%
0.58%
+18.3%
Q1 2016$2,188,000
+4.2%
28,998
-2.9%
0.49%
-7.5%
Q4 2015$2,099,000
-0.3%
29,860
-4.7%
0.53%
-4.5%
Q3 2015$2,105,000
-10.8%
31,326
-2.3%
0.56%
-9.1%
Q2 2015$2,359,000
-2.1%
32,068
+1.0%
0.61%
+32.0%
Q1 2015$2,409,000
+3.8%
31,737
+4.9%
0.46%
-30.8%
Q4 2014$2,321,000
+4.0%
30,255
-0.5%
0.67%
-8.8%
Q3 2014$2,231,000
+9.9%
30,398
+10.7%
0.74%
+12.7%
Q2 2014$2,030,000
+45.2%
27,463
+38.0%
0.65%
+38.0%
Q1 2014$1,398,000
+59.0%
19,897
+55.7%
0.47%
+43.2%
Q4 2013$879,000
+17.2%
12,776
+8.5%
0.33%
+0.9%
Q3 2013$750,000
+1.9%
11,780
-0.4%
0.33%
-3.2%
Q2 2013$736,00011,8270.34%
Other shareholders
WISDOMTREE TR shareholders Q2 2017
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