Sugarloaf Wealth Management, 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
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 Q1 2021
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders