MARK SHEPTOFF FINANCIAL PLANNING, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q2 2016. The put-call ratio across all filers is 0.84 and the average weighting 0.3%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2020$18,000
+12.5%
2500.0%0.01%0.0%
Q1 2020$16,000
-30.4%
2500.0%0.01%
-14.3%
Q4 2019$23,000
+4.5%
2500.0%0.01%
-6.7%
Q3 2019$22,000
+4.8%
2500.0%0.02%
+7.1%
Q2 2019$21,0000.0%2500.0%0.01%
-6.7%
Q1 2019$21,000
+10.5%
2500.0%0.02%
-6.2%
Q4 2018$19,000
-17.4%
2500.0%0.02%0.0%
Q3 2018$23,000
+4.5%
2500.0%0.02%0.0%
Q2 2018$22,000
+4.8%
2500.0%0.02%
+6.7%
Q1 2018$21,000
-4.5%
2500.0%0.02%
+7.1%
Q4 2017$22,000
+4.8%
2500.0%0.01%0.0%
Q3 2017$21,0000.0%2500.0%0.01%0.0%
Q2 2017$21,0000.0%250
-0.4%
0.01%
-6.7%
Q1 2017$21,000
+5.0%
251
+0.4%
0.02%0.0%
Q4 2016$20,0000.0%2500.0%0.02%0.0%
Q3 2016$20,000
+5.3%
2500.0%0.02%
+7.1%
Q2 2016$19,0000.0%2500.0%0.01%
-6.7%
Q1 2016$19,000
+5.6%
2500.0%0.02%0.0%
Q4 2015$18,0002500.02%
Other shareholders
WISDOMTREE TR shareholders Q2 2016
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