NewEdge Advisors, LLC - 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
NewEdge Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$508,799
-18.3%
5,719
-14.1%
0.01%
-14.3%
Q2 2023$623,107
+626.2%
6,661
+611.6%
0.01%
+600.0%
Q1 2023$85,801
+741.9%
936
-15.8%
0.00%
Q4 2022$10,191
-96.5%
1,112
-68.3%
0.00%
-100.0%
Q4 2020$294,000
+4.3%
3,508
-6.2%
0.01%0.0%
Q3 2020$282,000
-23.6%
3,741
-25.2%
0.01%
-28.6%
Q2 2020$369,000
-50.6%
5,001
-56.8%
0.01%
-61.1%
Q1 2020$747,000
-33.2%
11,569
-4.4%
0.04%
-20.0%
Q4 2019$1,119,000
-2.4%
12,104
-7.7%
0.04%
-11.8%
Q3 2019$1,147,000
+2.5%
13,116
+0.6%
0.05%
-26.1%
Q2 2019$1,119,000
-2.6%
13,041
-3.0%
0.07%
-6.8%
Q1 2019$1,149,000
+10.4%
13,443
-0.6%
0.07%
+10.4%
Q4 2018$1,041,000
-2.1%
13,522
+15.0%
0.07%
-18.3%
Q3 2018$1,063,000
+137.3%
11,760
+127.0%
0.08%
+100.0%
Q2 2018$448,000
+69.7%
5,180
+61.3%
0.04%
+36.7%
Q1 2018$264,000
-10.2%
3,211
-1.7%
0.03%
-25.0%
Q4 2017$294,000
+6.1%
3,268
+0.5%
0.04%
-7.0%
Q3 2017$277,000
-99.9%
3,251
-0.1%
0.04%
-6.5%
Q2 2017$265,980,000
+114054.5%
3,253
+14.3%
0.05%
-13.2%
Q1 2017$233,000
+0.4%
2,8460.0%0.05%
-17.2%
Q4 2016$232,000
-49.1%
2,846
-51.4%
0.06%
-11.1%
Q3 2016$456,000
+96.6%
5,859
+95.8%
0.07%
-25.0%
Q2 2016$232,0002,9920.10%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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