Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. - 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
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,488,726
-4.9%
27,9750.0%0.49%
-1.6%
Q2 2023$2,616,843
+2.1%
27,9750.0%0.50%
-3.5%
Q1 2023$2,564,189
-0.2%
27,9750.0%0.51%
-1.2%
Q4 2022$2,568,239
+359.4%
27,975
+308.4%
0.52%
+210.8%
Q3 2022$559,000
-77.5%
6,850
-75.6%
0.17%
-67.9%
Q2 2022$2,489,000
-14.2%
28,050
-4.3%
0.52%
-1.0%
Q1 2022$2,902,000
-2.1%
29,3000.0%0.52%
+0.8%
Q4 2021$2,963,000
+2.0%
29,300
-5.3%
0.52%
-5.8%
Q3 2021$2,906,000
-3.4%
30,9250.0%0.55%
-4.2%
Q2 2021$3,007,000
-26.1%
30,925
-28.3%
0.58%
-30.9%
Q1 2021$4,067,000
-0.3%
43,125
-11.5%
0.84%
-9.6%
Q4 2020$4,080,000
+5.8%
48,725
-4.7%
0.92%
-8.3%
Q3 2020$3,856,000
-24.0%
51,125
-25.7%
1.01%
-28.3%
Q2 2020$5,074,000
+5.3%
68,825
-7.8%
1.41%
-10.7%
Q1 2020$4,819,000
-30.4%
74,615
-0.3%
1.58%
-8.5%
Q4 2019$6,925,000
+1.7%
74,865
-3.9%
1.72%
-7.4%
Q3 2019$6,812,000
+1.9%
77,915
-0.1%
1.86%
-1.3%
Q2 2019$6,688,000
+0.2%
77,975
-0.2%
1.88%
-2.7%
Q1 2019$6,677,000
+9.5%
78,100
-1.4%
1.94%
-1.3%
Q4 2018$6,097,000
-17.2%
79,200
-2.7%
1.96%
-5.6%
Q3 2018$7,361,000
+3.2%
81,400
-0.8%
2.08%
-2.1%
Q2 2018$7,131,000
+2.7%
82,075
-0.1%
2.12%
-0.3%
Q1 2018$6,945,000
-4.6%
82,145
-0.3%
2.13%
-7.4%
Q4 2017$7,280,000
-7.2%
82,360
-11.5%
2.30%
-10.3%
Q3 2017$7,849,000
+2.2%
93,080
-0.3%
2.57%
-3.0%
Q2 2017$7,682,000
-1.5%
93,330
-1.3%
2.64%
-3.7%
Q1 2017$7,802,000
+2.3%
94,517
-0.4%
2.75%
-2.6%
Q4 2016$7,624,000
+1.4%
94,917
-0.8%
2.82%
-4.6%
Q3 2016$7,520,000
-1.4%
95,717
-3.2%
2.96%
-5.6%
Q2 2016$7,627,000
+3.2%
98,892
+0.9%
3.13%
-4.1%
Q1 2016$7,393,000
+5.0%
97,992
-2.2%
3.27%
+3.1%
Q4 2015$7,043,000
-0.2%
100,192
-4.6%
3.17%
+7.8%
Q3 2015$7,059,000
-8.8%
105,022
-0.2%
2.94%
-5.9%
Q2 2015$7,739,000
+0.5%
105,207
+3.7%
3.13%
-0.4%
Q1 2015$7,700,000
+1.6%
101,445
+2.7%
3.14%
-2.7%
Q4 2014$7,578,000
+7.2%
98,795
+2.6%
3.23%
+0.5%
Q3 2014$7,071,000
+0.1%
96,330
+0.8%
3.21%
-15.9%
Q2 2014$7,062,000
+5.7%
95,555
+0.4%
3.82%
-0.9%
Q1 2014$6,684,000
+10.7%
95,150
+8.4%
3.86%
+3.9%
Q4 2013$6,036,00087,7753.71%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
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