LGL PARTNERS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 129 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LGL PARTNERS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$434,918
-4.5%
4,889
+0.5%
0.08%
-2.6%
Q2 2023$455,195
+79.8%
4,866
+76.2%
0.08%
+81.4%
Q1 2023$253,122
+0.3%
2,762
+0.5%
0.04%
-6.5%
Q4 2022$252,311
+13.1%
2,748
+0.7%
0.05%0.0%
Q3 2022$223,000
-7.5%
2,729
+0.7%
0.05%
+17.9%
Q2 2022$241,000
-9.7%
2,711
+0.5%
0.04%
+8.3%
Q1 2022$267,000
-1.8%
2,698
+0.3%
0.04%
+12.5%
Q4 2021$272,000
+8.8%
2,691
+1.0%
0.03%
-78.9%
Q3 2021$250,000
-3.1%
2,665
+0.6%
0.15%
-1.3%
Q2 2021$258,000
+3.2%
2,6490.0%0.15%
+7.7%
Q1 2021$250,000
+13.1%
2,649
+0.2%
0.14%
+11.7%
Q4 2020$221,000
-1.3%
2,644
-12.9%
0.13%
-7.9%
Q2 2020$224,000
-18.8%
3,035
+1.9%
0.14%
+52.7%
Q4 2019$276,000
+7.0%
2,978
+1.0%
0.09%
-15.0%
Q3 2019$258,000
+2.8%
2,949
+0.9%
0.11%
+8.1%
Q2 2019$251,000
+1.6%
2,923
+1.0%
0.10%
+5.3%
Q1 2019$247,000
+11.3%
2,895
+0.6%
0.09%
-22.3%
Q4 2018$222,000
-13.6%
2,879
+1.2%
0.12%
-0.8%
Q3 2018$257,000
+4.9%
2,844
+1.0%
0.12%
+5.2%
Q2 2018$245,000
+3.8%
2,816
+0.8%
0.12%
+2.7%
Q1 2018$236,000
-3.7%
2,793
+0.7%
0.11%
+2.7%
Q4 2017$245,000
+5.6%
2,773
+0.9%
0.11%
-26.2%
Q3 2017$232,000
+3.6%
2,749
+0.9%
0.15%
+24.2%
Q2 2017$224,000
+0.4%
2,725
+0.8%
0.12%
+7.1%
Q1 2017$223,000
+3.7%
2,704
+0.8%
0.11%
-5.1%
Q4 2016$215,000
+3.4%
2,682
+0.9%
0.12%
+8.3%
Q3 2016$208,000
+3.0%
2,658
+0.9%
0.11%
-0.9%
Q2 2016$202,000
-72.8%
2,633
-73.3%
0.11%
-71.2%
Q1 2016$743,000
+8.0%
9,849
+0.7%
0.38%
+2.1%
Q4 2015$688,0009,7820.37%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders