JNBA Financial Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 138 filers reported holding WISDOMTREE TR in Q4 2021. 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
Q3 2023$26,244
-4.9%
2950.0%0.00%0.0%
Q2 2023$27,595
+2.1%
2950.0%0.00%
-25.0%
Q1 2023$27,040
-0.2%
2950.0%0.00%0.0%
Q4 2022$27,082
+12.8%
2950.0%0.00%0.0%
Q3 2022$24,000
-7.7%
2950.0%0.00%0.0%
Q2 2022$26,000
-10.3%
2950.0%0.00%0.0%
Q1 2022$29,000
-84.0%
295
-83.5%
0.00%
-81.8%
Q4 2021$181,000
-3.2%
1,789
-10.3%
0.02%
-12.0%
Q3 2021$187,000
-3.6%
1,9950.0%0.02%
-3.8%
Q2 2021$194,000
+2.6%
1,995
-0.5%
0.03%
-3.7%
Q1 2021$189,000
+5.6%
2,005
-6.4%
0.03%
-6.9%
Q4 2020$179,000
+11.2%
2,1410.0%0.03%
-9.4%
Q3 2020$161,000
+1.9%
2,1410.0%0.03%
-5.9%
Q2 2020$158,000
-23.7%
2,141
-33.2%
0.03%
-32.0%
Q1 2020$207,000
-66.3%
3,205
-51.8%
0.05%
-57.3%
Q4 2019$615,000
+5.7%
6,6540.0%0.12%
-0.8%
Q3 2019$582,000
+1.9%
6,6540.0%0.12%
+1.7%
Q2 2019$571,000
+0.4%
6,6540.0%0.12%
-4.9%
Q1 2019$569,000
+12.0%
6,654
+0.9%
0.12%
+6.1%
Q4 2018$508,000
-30.4%
6,596
-21.5%
0.12%
-25.3%
Q2 2018$730,000
+24.6%
8,407
+21.2%
0.15%
+23.2%
Q1 2018$586,000
-4.4%
6,9370.0%0.12%
-3.1%
Q4 2017$613,000
+15.2%
6,937
+9.9%
0.13%
+8.4%
Q3 2017$532,000
+2.3%
6,3130.0%0.12%
+0.8%
Q2 2017$520,000
+16.9%
6,313
+17.0%
0.12%
+12.4%
Q1 2017$445,000
+2.8%
5,3950.0%0.10%0.0%
Q4 2016$433,000
+33.2%
5,395
+27.8%
0.10%
+15.4%
Q2 2016$325,000
+34.9%
4,220
+32.0%
0.09%
+4.6%
Q1 2016$241,000
+677.4%
3,196
+634.7%
0.09%
+625.0%
Q4 2015$31,000
+6.9%
4350.0%0.01%0.0%
Q3 2015$29,0004350.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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