Lido Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lido Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$208,000
-8.0%
2,5550.0%0.00%0.0%
Q2 2022$226,000
-10.7%
2,5550.0%0.00%0.0%
Q1 2022$253,000
-1.9%
2,555
-0.0%
0.00%0.0%
Q4 2021$258,000
-42.0%
2,556
-46.0%
0.00%
-50.0%
Q3 2021$445,000
-3.7%
4,737
-0.3%
0.01%0.0%
Q2 2021$462,000
+3.1%
4,7530.0%0.01%
-25.0%
Q1 2021$448,000
+12.6%
4,753
-0.1%
0.01%0.0%
Q4 2020$398,000
+10.9%
4,7590.0%0.01%
-11.1%
Q3 2020$359,000
+2.3%
4,7590.0%0.01%
-18.2%
Q2 2020$351,000
+14.3%
4,7590.0%0.01%
-15.4%
Q1 2020$307,000
-30.4%
4,7590.0%0.01%
-27.8%
Q4 2019$441,000
+6.0%
4,759
-0.0%
0.02%
-14.3%
Q3 2019$416,000
+2.0%
4,760
+0.0%
0.02%
-8.7%
Q2 2019$408,000
+0.5%
4,7590.0%0.02%
-11.5%
Q1 2019$406,000
+10.9%
4,7590.0%0.03%
-27.8%
Q4 2018$366,000
-14.9%
4,7590.0%0.04%
-14.3%
Q3 2018$430,0004,7590.04%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 75,878$7,379,0001.16%
Jaffetilchin Investment Partners, LLC 165,586$14,983,0001.03%
White Pine Investment CO 26,295$2,557,0000.88%
WealthBridge Capital Management, LLC 22,756$2,213,0000.80%
Garrison Asset Management, LLC 9,953$968,0000.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 30,925$3,007,0000.58%
Traverso Chambers Private Wealth Management, LLC 16,708$1,625,0000.51%
CAHILL FINANCIAL ADVISORS INC 22,380$2,176,0000.49%
Well Done, LLC 21,807$2,121,0000.47%
Ahrens Investment Partners LLC 8,817$857,0000.40%
View complete list of WISDOMTREE TR shareholders