CAHILL FINANCIAL ADVISORS INC - 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
CAHILL FINANCIAL ADVISORS INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,605,105
-14.3%
18,042
-9.9%
0.27%
-11.9%
Q2 2023$1,872,195
-3.1%
20,014
-5.0%
0.30%
-11.7%
Q1 2023$1,931,323
-2.4%
21,071
-2.2%
0.34%
-9.7%
Q4 2022$1,978,897
+12.1%
21,555
-0.3%
0.38%
+2.2%
Q3 2022$1,766,000
-9.3%
21,630
-1.5%
0.37%
-10.1%
Q2 2022$1,948,000
-10.2%
21,955
+0.2%
0.41%
+1.5%
Q1 2022$2,170,000
-2.8%
21,902
-0.8%
0.41%
-5.3%
Q4 2021$2,232,000
+8.1%
22,073
+0.5%
0.43%
+1.9%
Q3 2021$2,064,000
-5.1%
21,967
-1.8%
0.42%
-13.5%
Q2 2021$2,176,000
+1.5%
22,380
-1.6%
0.49%
-6.5%
Q1 2021$2,144,000
+12.8%
22,738
+0.2%
0.52%
+9.2%
Q4 2020$1,901,000
+11.4%
22,702
+0.4%
0.48%
-22.0%
Q3 2020$1,706,000
+1.5%
22,617
-0.8%
0.61%
-5.5%
Q2 2020$1,681,000
+14.3%
22,791
+0.1%
0.65%
-4.7%
Q1 2020$1,471,000
-30.4%
22,773
-0.3%
0.68%
-11.2%
Q4 2019$2,113,000
+5.5%
22,837
-0.3%
0.77%
-1.4%
Q3 2019$2,003,000
+1.5%
22,899
-0.5%
0.78%
-0.4%
Q2 2019$1,974,000
+0.6%
23,012
+0.3%
0.78%
-4.3%
Q1 2019$1,962,000
+11.2%
22,950
+0.1%
0.82%
-7.5%
Q4 2018$1,765,000
-8.6%
22,922
+7.4%
0.88%
+3.6%
Q3 2018$1,931,000
-5.2%
21,347
-8.9%
0.85%
-9.4%
Q2 2018$2,037,000
+2.2%
23,440
-0.5%
0.94%
-1.3%
Q1 2018$1,993,000
-9.4%
23,568
-5.3%
0.95%
-13.8%
Q4 2017$2,200,000
-4.2%
24,885
-8.6%
1.10%
-9.0%
Q3 2017$2,296,000
+0.5%
27,218
-1.9%
1.21%
-4.0%
Q2 2017$2,284,000
-13.0%
27,741
-12.7%
1.26%
-16.6%
Q1 2017$2,624,000
+2.1%
31,777
-0.6%
1.52%
-3.1%
Q4 2016$2,569,000
-5.7%
31,982
-7.8%
1.56%
-11.7%
Q3 2016$2,725,000
+0.7%
34,672
-1.2%
1.77%
-6.1%
Q2 2016$2,706,000
+2.5%
35,076
+0.3%
1.89%
-4.6%
Q1 2016$2,640,000
+3.3%
34,988
-3.7%
1.98%
-5.3%
Q4 2015$2,555,000
+3.1%
36,336
-1.4%
2.09%
+3.7%
Q3 2015$2,477,000
-10.5%
36,853
-2.0%
2.01%
-2.8%
Q2 2015$2,767,000
-3.7%
37,613
-0.6%
2.07%
-5.3%
Q1 2015$2,872,000
-4.5%
37,839
-3.4%
2.19%
-5.7%
Q4 2014$3,006,000
+6.0%
39,182
+1.5%
2.32%
+2.5%
Q3 2014$2,835,000
-6.8%
38,618
-6.1%
2.26%
-4.9%
Q2 2014$3,041,000
+8.7%
41,141
+3.3%
2.38%
-0.3%
Q1 2014$2,798,000
+8.7%
39,827
+6.5%
2.39%
+7.3%
Q4 2013$2,573,00037,4052.23%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 68,266$5,836,0003.54%
Trilogy Capital Inc. 279,769$23,917,0002.85%
Salomon & Ludwin, LLC 139,610$11,935,0002.46%
Smart Money Group LLC 31,547$2,697,0002.36%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 78,100$6,677,0001.94%
Jaffetilchin Investment Partners, LLC 85,232$7,286,0001.62%
StrategIQ Financial Group, LLC 52,014$4,447,0001.37%
Ruggie Capital Group 11,280$964,0001.14%
Traverso Chambers Private Wealth Management, LLC 22,713$1,942,0000.95%
Well Done, LLC 40,288$3,444,0000.85%
View complete list of WISDOMTREE TR shareholders