JNBA Financial Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 55 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$8,0000.0%720.0%0.00%0.0%
Q4 2020$8,000
+14.3%
720.0%0.00%0.0%
Q3 2020$7,000
+16.7%
720.0%0.00%0.0%
Q2 2020$6,0000.0%720.0%0.00%0.0%
Q1 2020$6,000
-25.0%
720.0%0.00%
-50.0%
Q4 2019$8,000
+14.3%
720.0%0.00%
+100.0%
Q3 2019$7,0000.0%720.0%0.00%0.0%
Q2 2019$7,0000.0%720.0%0.00%
-50.0%
Q1 2019$7,000
+16.7%
720.0%0.00%
+100.0%
Q4 2018$6,000
-80.6%
72
-77.5%
0.00%
-92.9%
Q3 2018$31,000
+342.9%
320
+344.4%
0.01%
+1300.0%
Q2 2018$7,000
+16.7%
720.0%0.00%0.0%
Q1 2018$6,000
-14.3%
720.0%0.00%0.0%
Q4 2017$7,000
+16.7%
720.0%0.00%0.0%
Q3 2017$6,0000.0%720.0%0.00%0.0%
Q2 2017$6,0000.0%720.0%0.00%0.0%
Q1 2017$6,0000.0%720.0%0.00%0.0%
Q4 2016$6,0000.0%720.0%0.00%
-50.0%
Q2 2016$6,000
+20.0%
720.0%0.00%0.0%
Q1 2016$5,000
-95.2%
72
-95.1%
0.00%
-95.8%
Q3 2014$105,0001,4640.05%
Other shareholders
WISDOMTREE TR shareholders Q3 2014
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders