Allworth Financial LP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$71,408
-10.5%
803
-5.9%
0.00%0.0%
Q2 2023$79,761
-39.8%
853
-41.0%
0.00%0.0%
Q1 2023$132,419
-0.2%
1,4450.0%0.00%0.0%
Q4 2022$132,627
+7.0%
1,445
-4.6%
0.00%
-50.0%
Q3 2022$124,000
-8.1%
1,514
-0.7%
0.00%0.0%
Q2 2022$135,000
-10.6%
1,5250.0%0.00%0.0%
Q1 2022$151,000
-7.4%
1,525
-5.3%
0.00%0.0%
Q4 2021$163,000
+17.3%
1,611
+8.8%
0.00%0.0%
Q3 2021$139,000
-3.5%
1,4810.0%0.00%
-33.3%
Q2 2021$144,000
+2300.0%
1,481
+2327.9%
0.00%
Q4 2019$6,000
+20.0%
610.0%0.00%
Q3 2019$5,0000.0%610.0%0.00%
Q2 2019$5,0000.0%610.0%0.00%
Q1 2019$5,0000.0%610.0%0.00%
Q4 2018$5,000
-16.7%
610.0%0.00%
Q3 2018$6,000
-14.3%
61
-18.7%
0.00%
Q2 2018$7,000
+16.7%
750.0%0.00%
Q1 2018$6,000
-14.3%
750.0%0.00%
-100.0%
Q4 2017$7,000
+16.7%
750.0%0.00%
Q3 2017$6,0000.0%750.0%0.00%
-100.0%
Q2 2017$6,0000.0%750.0%0.00%0.0%
Q1 2017$6,0000.0%750.0%0.00%0.0%
Q4 2016$6,0000.0%750.0%0.00%0.0%
Q3 2016$6,000750.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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