Lowe Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$113,454
+7.8%
1,1830.0%0.06%0.0%
Q3 2023$105,243
-7.9%
1,183
-3.2%
0.06%
-3.4%
Q2 2023$114,262
+2.1%
1,2220.0%0.06%
-3.3%
Q1 2023$111,963
-18.2%
1,222
-18.1%
0.06%
-21.1%
Q4 2022$136,927
+12.2%
1,4920.0%0.08%
+5.6%
Q3 2022$122,000
-7.6%
1,4920.0%0.07%0.0%
Q2 2022$132,000
-10.8%
1,4920.0%0.07%
+7.5%
Q1 2022$148,000
-2.0%
1,4920.0%0.07%
+1.5%
Q4 2021$151,000
+7.9%
1,4920.0%0.07%0.0%
Q3 2021$140,000
-7.3%
1,492
-3.7%
0.07%
-8.3%
Q2 2021$151,000
+3.4%
1,5500.0%0.07%
-1.4%
Q1 2021$146,000
-3.9%
1,550
-14.7%
0.07%
-5.2%
Q4 2020$152,000
+10.9%
1,8180.0%0.08%
+1.3%
Q3 2020$137,000
-13.3%
1,818
-15.0%
0.08%
-18.3%
Q2 2020$158,000
-94.6%
2,140
-95.3%
0.09%
-95.5%
Q1 2020$2,922,000
-49.6%
45,238
-27.8%
2.06%
-36.1%
Q4 2019$5,797,000
+6.0%
62,675
+0.2%
3.22%
-1.4%
Q3 2019$5,468,000
-5.9%
62,538
-7.7%
3.27%
-6.3%
Q2 2019$5,809,000
-0.5%
67,722
-0.8%
3.49%
-1.4%
Q1 2019$5,836,000
+9.8%
68,266
-1.1%
3.54%
-2.7%
Q4 2018$5,316,000
-15.5%
69,058
-0.7%
3.63%
-2.4%
Q3 2018$6,292,000
+3.5%
69,579
-0.5%
3.72%
-1.3%
Q2 2018$6,077,000
+3.4%
69,934
+0.6%
3.77%
+2.2%
Q1 2018$5,879,000
-6.6%
69,539
-2.3%
3.69%
-3.8%
Q4 2017$6,293,000
+4.5%
71,191
-0.3%
3.83%
+1.9%
Q3 2017$6,021,000
+1.5%
71,398
-0.9%
3.76%
-0.6%
Q2 2017$5,930,000
-1.0%
72,048
-0.7%
3.78%
-4.0%
Q1 2017$5,991,000
+0.7%
72,575
-2.0%
3.94%
-3.1%
Q4 2016$5,947,000
+2.0%
74,047
-0.2%
4.07%
+3.1%
Q3 2016$5,828,000
+1.3%
74,173
-0.6%
3.95%
+2.0%
Q2 2016$5,754,000
+1.6%
74,615
-0.6%
3.87%
-0.5%
Q1 2016$5,661,000
+7.0%
75,045
-0.3%
3.88%
+8.0%
Q4 2015$5,289,000
-7.0%
75,250
-11.0%
3.60%
-16.4%
Q3 2015$5,685,000
-9.7%
84,579
-1.1%
4.30%
+1.0%
Q2 2015$6,293,000
-3.4%
85,553
-0.3%
4.26%
-3.8%
Q1 2015$6,515,000
-1.6%
85,836
-0.6%
4.43%
-6.5%
Q4 2014$6,622,00086,3384.74%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders