Heritage Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Heritage Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2023$107,106
+2.1%
1,1450.0%0.01%0.0%
Q1 2023$104,951
-0.2%
1,1450.0%0.01%0.0%
Q4 2022$105,117
+13.0%
1,1450.0%0.01%
-14.3%
Q3 2022$93,000
-8.8%
1,1450.0%0.01%0.0%
Q2 2022$102,000
-9.7%
1,1450.0%0.01%
+16.7%
Q1 2022$113,000
-2.6%
1,1450.0%0.01%0.0%
Q4 2021$116,000
-99.9%
1,1450.0%0.01%
-14.3%
Q3 2021$107,607,000
-3.4%
1,1450.0%0.01%0.0%
Q2 2021$111,346,000
+3.1%
1,1450.0%0.01%0.0%
Q1 2021$107,976,000
+112375.0%
1,1450.0%0.01%
+16.7%
Q4 2020$96,000
-99.9%
1,1450.0%0.01%
-45.5%
Q3 2020$86,356,000
+2.2%
1,145
-75.2%
0.01%
-8.3%
Q2 2020$84,505,000
+14.3%
4,614
+303.0%
0.01%
-7.7%
Q1 2020$73,956,000
-30.2%
1,1450.0%0.01%
-7.1%
Q4 2019$105,913,000
+105813.0%
1,1450.0%0.01%
-6.7%
Q3 2019$100,000
-99.9%
1,1450.0%0.02%0.0%
Q2 2019$98,207,000
+0.3%
1,1450.0%0.02%
-6.2%
Q1 2019$97,886,0001,1450.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 75,878$7,379,0001.16%
Jaffetilchin Investment Partners, LLC 165,586$14,983,0001.03%
White Pine Investment CO 26,295$2,557,0000.88%
WealthBridge Capital Management, LLC 22,756$2,213,0000.80%
Garrison Asset Management, LLC 9,953$968,0000.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 30,925$3,007,0000.58%
Traverso Chambers Private Wealth Management, LLC 16,708$1,625,0000.51%
CAHILL FINANCIAL ADVISORS INC 22,380$2,176,0000.49%
Well Done, LLC 21,807$2,121,0000.47%
Ahrens Investment Partners LLC 8,817$857,0000.40%
View complete list of WISDOMTREE TR shareholders