Glassman Wealth Services - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 153 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2020$75,000
+1.4%
1,0000.0%0.02%
-8.7%
Q2 2020$74,000
+13.8%
1,0000.0%0.02%
-8.0%
Q1 2020$65,000
-29.3%
1,0000.0%0.02%
-28.6%
Q4 2019$92,000
+5.7%
1,0000.0%0.04%0.0%
Q3 2019$87,000
+1.2%
1,0000.0%0.04%0.0%
Q2 2019$86,000
+1.2%
1,0000.0%0.04%
-5.4%
Q1 2019$85,000
+10.4%
1,0000.0%0.04%
-9.8%
Q4 2018$77,000
-14.4%
1,0000.0%0.04%0.0%
Q3 2018$90,000
+3.4%
1,0000.0%0.04%
-4.7%
Q2 2018$87,000
+2.4%
1,0000.0%0.04%
-17.3%
Q1 2018$85,000
-3.4%
1,0000.0%0.05%
-1.9%
Q4 2017$88,0001,0000.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2019
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