Cerity Partners LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$877,594
-23.4%
9,865
-19.4%
0.00%0.0%
Q2 2023$1,144,985
+229.0%
12,240
+211.9%
0.00%0.0%
Q2 2022$348,0003,9240.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
OLD DOMINION CAPITAL MANAGEMENT INC 145,958$10,259,00012.96%
Lowe Wealth Advisors, LLC 75,250$5,289,0003.60%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 100,192$7,043,0003.17%
CAHILL FINANCIAL ADVISORS INC 36,336$2,555,0002.09%
Jacobus Wealth Management, Inc. 103,267$7,259,0002.08%
Nadler Financial Group, Inc. 60,630$4,262,0001.92%
Jaffetilchin Investment Partners, LLC 77,784$5,467,0001.77%
Well Done, LLC 62,960$4,425,0001.56%
StrategIQ Financial Group, LLC 18,924$1,330,0001.36%
Twele Capital Management, Inc. 56,195$3,950,0001.20%
View complete list of WISDOMTREE TR shareholders