BEACON FINANCIAL GROUP - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 132 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BEACON FINANCIAL GROUP ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$3,472,0000.0%40,3640.0%0.54%0.0%
Q4 2020$3,472,000
+17.2%
40,364
-0.9%
0.54%
+2.6%
Q3 2020$2,962,0000.0%40,7350.0%0.53%
-7.2%
Q2 2020$2,962,000
-55.9%
40,735
-52.0%
0.57%
+6.5%
Q1 2020$6,713,000
+69.3%
84,855
+98.0%
0.54%
+7.8%
Q4 2019$3,965,000
+9.7%
42,860
+3.1%
0.50%
-19.3%
Q3 2019$3,614,000
+1.8%
41,580
+0.4%
0.62%
+1.7%
Q2 2019$3,551,000
+4.4%
41,402
+4.1%
0.61%
+8.8%
Q1 2019$3,400,000
+14.2%
39,774
+2.3%
0.56%
-0.4%
Q4 2018$2,978,000
-19.3%
38,896
-4.7%
0.56%
-10.3%
Q3 2018$3,689,000
+2.5%
40,796
-1.5%
0.62%
+2.5%
Q2 2018$3,599,000
+8.1%
41,415
+5.2%
0.61%
+7.0%
Q1 2018$3,329,00039,3780.57%
Other shareholders
WISDOMTREE TR shareholders Q1 2018
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 69,058$5,316,0003.63%
Smart Money Group LLC 42,175$3,247,0003.36%
Salomon & Ludwin, LLC 140,846$10,842,0002.50%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 79,200$6,097,0001.96%
Jaffetilchin Investment Partners, LLC 84,766$6,525,0001.63%
Trilogy Capital Inc. 133,744$10,296,0001.38%
StrategIQ Financial Group, LLC 45,013$3,465,0001.19%
Traverso Chambers Private Wealth Management, LLC 23,078$1,777,0000.96%
Nadler Financial Group, Inc. 35,653$2,745,0000.90%
CAHILL FINANCIAL ADVISORS INC 22,922$1,765,0000.88%
View complete list of WISDOMTREE TR shareholders