Mengis Capital Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
Mengis Capital Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$201,364
+88606.6%
2,196
-11.6%
0.04%
-14.3%
Q4 2022$227
-99.9%
2,4830.0%0.05%
+2.1%
Q3 2022$202,000
-8.2%
2,4830.0%0.05%0.0%
Q2 2022$220,000
+3.3%
2,483
+15.1%
0.05%
+17.1%
Q1 2022$213,000
-2.3%
2,1580.0%0.04%0.0%
Q4 2021$218,000
-4.8%
2,158
-11.5%
0.04%
-14.6%
Q3 2021$229,000
-14.6%
2,438
-11.8%
0.05%
-14.3%
Q2 2021$268,000
+1.9%
2,763
-0.9%
0.06%
-3.4%
Q1 2021$263,000
-1.9%
2,789
-13.1%
0.06%
-10.8%
Q4 2020$268,000
-0.7%
3,209
-10.6%
0.06%
-12.2%
Q3 2020$270,000
+2.3%
3,5890.0%0.07%
-5.1%
Q2 2020$264,000
+14.3%
3,5890.0%0.08%
-1.3%
Q1 2020$231,000
-30.2%
3,5890.0%0.08%
-13.2%
Q4 2019$331,000
+5.8%
3,5890.0%0.09%
-2.2%
Q3 2019$313,000
+2.0%
3,5890.0%0.09%
-1.1%
Q2 2019$307,000
+0.3%
3,5890.0%0.09%
-45.0%
Q1 2019$306,000
+10.9%
3,5890.0%0.17%
-2.3%
Q4 2018$276,000
-16.1%
3,589
-1.4%
0.18%
-3.3%
Q3 2018$329,000
+3.5%
3,639
-0.7%
0.18%
-3.7%
Q2 2018$318,000
-7.0%
3,664
-9.5%
0.19%
-8.3%
Q1 2018$342,000
-4.2%
4,049
+0.1%
0.20%
-5.1%
Q4 2017$357,000
+2.0%
4,046
-2.7%
0.22%
-7.7%
Q3 2017$350,000
-2.2%
4,159
-4.4%
0.23%
-7.9%
Q2 2017$358,000
-0.3%
4,352
+0.0%
0.25%
-3.4%
Q1 2017$359,000
-1.1%
4,350
-4.0%
0.26%
-9.0%
Q4 2016$363,000
-10.6%
4,529
-12.4%
0.29%
-14.5%
Q3 2016$406,000
+2.0%
5,172
+0.0%
0.34%
-3.7%
Q2 2016$398,000
+2.3%
5,171
+0.0%
0.35%
-2.2%
Q1 2016$389,000
+7.2%
5,169
+0.0%
0.36%
+13.2%
Q4 2015$363,000
+4.6%
5,168
+0.1%
0.32%
-1.9%
Q3 2015$347,000
-9.6%
5,165
-1.1%
0.32%
+0.6%
Q2 2015$384,000
-3.0%
5,224
+0.0%
0.32%
-7.2%
Q1 2015$396,000
-1.0%
5,222
+0.0%
0.35%
-10.4%
Q4 2014$400,0005,2210.39%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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