StrategIQ Financial Group, 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
StrategIQ Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$554,151
-4.9%
6,229
+0.0%
0.06%
-3.0%
Q2 2023$582,572
-2.6%
6,228
-4.6%
0.07%
-4.3%
Q1 2023$598,270
-5.0%
6,527
-4.9%
0.07%
-5.5%
Q4 2022$629,909
-2.5%
6,861
-13.3%
0.07%
-11.0%
Q3 2022$646,000
-11.3%
7,914
-3.5%
0.08%
-6.8%
Q2 2022$728,000
-11.0%
8,205
-0.6%
0.09%
-1.1%
Q1 2022$818,000
-3.2%
8,255
-1.2%
0.09%
+4.7%
Q4 2021$845,000
+1.8%
8,354
-5.4%
0.08%
-48.5%
Q3 2021$830,000
-11.0%
8,830
-7.9%
0.16%
-10.3%
Q2 2021$933,000
-7.0%
9,592
-9.8%
0.18%
-12.8%
Q1 2021$1,003,000
-1.6%
10,632
-12.6%
0.21%
-7.5%
Q4 2020$1,019,000
-12.3%
12,167
-21.0%
0.23%
-21.6%
Q3 2020$1,162,000
-8.6%
15,406
-10.7%
0.29%
-15.2%
Q2 2020$1,271,000
-25.3%
17,243
-34.5%
0.34%
-34.9%
Q1 2020$1,701,000
-49.2%
26,338
-27.3%
0.53%
-39.0%
Q4 2019$3,351,000
-34.7%
36,227
-38.2%
0.86%
-40.3%
Q3 2019$5,128,000
+4.4%
58,646
+2.4%
1.45%
+1.8%
Q2 2019$4,911,000
+10.4%
57,255
+10.1%
1.42%
+3.9%
Q1 2019$4,447,000
+28.3%
52,014
+15.6%
1.37%
+15.2%
Q4 2018$3,465,000
+15.3%
45,013
+35.4%
1.19%
+24.6%
Q3 2018$3,006,000
+61.8%
33,244
+55.5%
0.95%
+48.4%
Q2 2018$1,858,000
+2.1%
21,381
-0.7%
0.64%
-11.0%
Q1 2018$1,819,000
-2.3%
21,522
+2.2%
0.72%
-0.4%
Q4 2017$1,861,000
+3.3%
21,057
-1.4%
0.72%0.0%
Q3 2017$1,801,000
+1.1%
21,358
-1.3%
0.72%
-4.2%
Q2 2017$1,781,000
+1.3%
21,634
+1.6%
0.76%
-5.1%
Q1 2017$1,758,000
+4.6%
21,300
+1.8%
0.80%
-5.1%
Q4 2016$1,681,000
+3.0%
20,930
+0.8%
0.84%
-6.4%
Q3 2016$1,632,000
-11.4%
20,767
-13.0%
0.90%
-16.9%
Q2 2016$1,841,000
+38.9%
23,869
+35.9%
1.08%
-12.8%
Q1 2016$1,325,000
-0.4%
17,566
-7.2%
1.24%
-9.2%
Q4 2015$1,330,00018,9241.36%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 68,266$5,836,0003.54%
Trilogy Capital Inc. 279,769$23,917,0002.85%
Salomon & Ludwin, LLC 139,610$11,935,0002.46%
Smart Money Group LLC 31,547$2,697,0002.36%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 78,100$6,677,0001.94%
Jaffetilchin Investment Partners, LLC 85,232$7,286,0001.62%
StrategIQ Financial Group, LLC 52,014$4,447,0001.37%
Ruggie Capital Group 11,280$964,0001.14%
Traverso Chambers Private Wealth Management, LLC 22,713$1,942,0000.95%
Well Done, LLC 40,288$3,444,0000.85%
View complete list of WISDOMTREE TR shareholders