JUNCTURE WEALTH STRATEGIES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
JUNCTURE WEALTH STRATEGIES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2022$245,761
-32.7%
2,677
-40.1%
0.12%
-35.7%
Q3 2022$365,000
-10.8%
4,472
-3.1%
0.18%
-9.9%
Q2 2022$409,000
-16.2%
4,614
-6.4%
0.20%
-12.9%
Q1 2022$488,000
-3.0%
4,927
-1.0%
0.23%
-2.9%
Q4 2021$503,000
+6.6%
4,977
-0.9%
0.24%
-4.0%
Q3 2021$472,000
-5.4%
5,020
-5.1%
0.25%
-20.7%
Q1 2021$499,000
+8.0%
5,288
-4.2%
0.31%
+7.5%
Q4 2020$462,000
+13.0%
5,517
+1.7%
0.29%
+3.2%
Q3 2020$409,000
+7.1%
5,427
+4.9%
0.28%
-1.7%
Q2 2020$382,000
+16.1%
5,175
+1.7%
0.29%
-5.3%
Q1 2020$329,000
-20.1%
5,087
+14.2%
0.30%
-5.3%
Q4 2019$412,000
-15.6%
4,456
-20.2%
0.32%
-25.3%
Q3 2019$488,000
-30.8%
5,582
-32.1%
0.43%
-24.2%
Q2 2019$705,000
-7.8%
8,217
-8.1%
0.57%
-4.1%
Q1 2019$765,000
-16.0%
8,945
-24.4%
0.59%
-3.9%
Q4 2018$911,000
-22.0%
11,834
-8.4%
0.62%
+0.7%
Q3 2018$1,168,000
+51.1%
12,913
+45.2%
0.61%
+47.6%
Q2 2018$773,000
+143.1%
8,891
+136.3%
0.41%
+133.9%
Q1 2018$318,0003,7630.18%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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