Burt Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 122 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Burt Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$94,000
+10.6%
1,1240.0%0.03%0.0%
Q3 2020$85,000
+2.4%
1,1240.0%0.03%
-5.9%
Q2 2020$83,000
+13.7%
1,1240.0%0.03%
+3.0%
Q1 2020$73,000
-29.8%
1,1240.0%0.03%
-19.5%
Q4 2019$104,000
+6.1%
1,1240.0%0.04%
+2.5%
Q3 2019$98,000
+2.1%
1,1240.0%0.04%
-4.8%
Q2 2019$96,0000.0%1,1240.0%0.04%
-2.3%
Q1 2019$96,000
+10.3%
1,1240.0%0.04%
+4.9%
Q4 2018$87,000
-14.7%
1,1240.0%0.04%
-10.9%
Q3 2018$102,000
+4.1%
1,1240.0%0.05%
-2.1%
Q2 2018$98,000
+3.2%
1,1240.0%0.05%
-2.1%
Q1 2018$95,000
-4.0%
1,1240.0%0.05%
-22.6%
Q4 2017$99,000
+4.2%
1,1240.0%0.06%0.0%
Q3 2017$95,000
+3.3%
1,1240.0%0.06%
-3.1%
Q2 2017$92,000
-1.1%
1,1240.0%0.06%
-4.5%
Q1 2017$93,000
+3.3%
1,1240.0%0.07%
-16.2%
Q4 2016$90,000
+2.3%
1,1240.0%0.08%
-14.9%
Q3 2016$88,000
+2.3%
1,1240.0%0.09%
-1.1%
Q2 2016$86,000
+1.2%
1,1240.0%0.10%
+23.4%
Q1 2016$85,000
+7.6%
1,1240.0%0.08%
+22.2%
Q4 2015$79,000
+5.3%
1,1240.0%0.06%
-32.3%
Q3 2015$75,000
-9.6%
1,1240.0%0.09%
+3.3%
Q2 2015$83,000
-2.4%
1,1240.0%0.09%
+3.4%
Q1 2015$85,000
-1.2%
1,1240.0%0.09%
-4.4%
Q4 2014$86,0001,1240.09%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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