JNBA Financial Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 88 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2018
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 252,796$16,321,00013.22%
626 Financial, LLC 303,843$19,616,00012.56%
Melone Private Wealth, LLC 99,549$6,311,0005.15%
Arrow Investment Advisors, LLC 76,330$4,928,0003.65%
Connecticut Wealth Management, LLC 542,542$35,026,0002.68%
Avant Capital LLC 23,322$1,506,0001.68%
Capital Advisory Group Advisory Services, LLC 33,502$2,163,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,213$1,111,0000.82%
Dorsey Wright & Associates 45,070$2,910,0000.68%
Kendall Capital Management 17,580$1,135,0000.55%
View complete list of WISDOMTREE TR shareholders