Lido Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 119 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.52 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 Q3 2022
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