Sugarloaf Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 124 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.82 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 Q4 2022
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