Stonebridge Capital Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 153 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stonebridge Capital Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$26,772
-4.9%
3010.0%0.00%0.0%
Q2 2023$28,150
+2.1%
3010.0%0.00%0.0%
Q1 2023$27,584
-0.2%
3010.0%0.00%0.0%
Q4 2022$27,628
+10.5%
3010.0%0.00%0.0%
Q3 2022$25,000
-41.9%
301
-37.9%
0.00%
-40.0%
Q2 2022$43,000
-39.4%
485
-32.0%
0.01%
-37.5%
Q1 2022$71,000
-1.4%
713
+0.1%
0.01%0.0%
Q4 2021$72,000
+157.1%
712
+136.5%
0.01%
+166.7%
Q3 2021$28,000
-50.9%
301
-50.0%
0.00%
-25.0%
Q2 2021$57,000
+103.6%
602
+100.0%
0.00%0.0%
Q1 2021$28,000
+27.3%
3010.0%0.00%0.0%
Q2 2020$22,000
+15.8%
3010.0%0.00%0.0%
Q1 2020$19,000
-32.1%
3010.0%0.00%
-20.0%
Q4 2019$28,000
+7.7%
3010.0%0.01%
+25.0%
Q3 2019$26,0000.0%3010.0%0.00%
-20.0%
Q2 2019$26,0003010.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders