Sugarloaf Wealth Management, 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
Sugarloaf Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$20,000
-13.0%
238
-9.5%
0.01%
-16.7%
Q2 2022$23,000
-11.5%
2630.0%0.01%0.0%
Q1 2022$26,000
-3.7%
2630.0%0.01%0.0%
Q4 2021$27,000
+8.0%
2630.0%0.01%
-14.3%
Q3 2021$25,000
-3.8%
2630.0%0.01%0.0%
Q2 2021$26,000
+4.0%
263
-9.9%
0.01%0.0%
Q1 2021$25,000
+13.6%
292
+11.0%
0.01%0.0%
Q4 2020$22,000
+10.0%
2630.0%0.01%0.0%
Q3 2020$20,000
+5.3%
2630.0%0.01%0.0%
Q2 2020$19,000
+11.8%
2630.0%0.01%
-12.5%
Q1 2020$17,000
-84.1%
263
-77.3%
0.01%
-82.2%
Q4 2019$107,0001,1600.04%
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