Well Done, 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 Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,626,681
-10.1%
18,285
-5.5%
0.36%
-6.5%
Q2 2023$1,809,135
+1.9%
19,340
-0.1%
0.38%
+0.3%
Q1 2023$1,775,161
-1.1%
19,367
-0.9%
0.38%
-0.3%
Q4 2022$1,794,421
+11.6%
19,546
-0.8%
0.38%
-2.0%
Q3 2022$1,608,000
-7.5%
19,694
+0.5%
0.39%
+2.6%
Q2 2022$1,739,000
-10.4%
19,600
+0.0%
0.38%
-1.3%
Q1 2022$1,941,000
-5.7%
19,598
-3.7%
0.39%
-7.0%
Q4 2021$2,059,000
+7.6%
20,361
+0.0%
0.42%
-2.1%
Q3 2021$1,913,000
-9.8%
20,356
-6.7%
0.43%
-8.8%
Q2 2021$2,121,000
+2.1%
21,807
-1.1%
0.47%
-2.1%
Q1 2021$2,078,000
+7.3%
22,040
-4.7%
0.48%
-0.4%
Q4 2020$1,936,000
+5.4%
23,123
-5.0%
0.48%
-7.4%
Q3 2020$1,836,000
-22.3%
24,350
-24.0%
0.52%
-20.5%
Q2 2020$2,363,000
-4.9%
32,045
-16.7%
0.65%
-13.7%
Q1 2020$2,486,000
-39.0%
38,490
-12.6%
0.75%
-20.2%
Q4 2019$4,075,000
-47.1%
44,053
-50.0%
0.94%
+1.3%
Q3 2019$7,702,000
+123.4%
88,096
+119.1%
0.93%
+15.8%
Q2 2019$3,448,000
+0.1%
40,199
-0.2%
0.80%
-5.0%
Q1 2019$3,444,000
+10.8%
40,288
-0.2%
0.85%
-2.9%
Q4 2018$3,108,000
-18.9%
40,376
-4.7%
0.87%
-19.4%
Q3 2018$3,830,000
+0.2%
42,353
-3.7%
1.08%
-5.5%
Q2 2018$3,821,000
-29.0%
43,978
-30.9%
1.14%
-31.5%
Q1 2018$5,383,000
-6.0%
63,675
-1.7%
1.67%
-10.6%
Q4 2017$5,729,000
-1.7%
64,809
-6.2%
1.87%
+4.5%
Q3 2017$5,828,000
+10.0%
69,119
+7.4%
1.79%
-3.3%
Q2 2017$5,296,000
+9.2%
64,340
+9.5%
1.85%
+7.5%
Q1 2017$4,851,000
-1.0%
58,768
-3.6%
1.72%
-7.0%
Q4 2016$4,898,000
+5.4%
60,984
+3.1%
1.85%
+10.4%
Q3 2016$4,649,000
+1.4%
59,168
-0.5%
1.68%
+0.5%
Q2 2016$4,585,000
+4.9%
59,459
+2.6%
1.67%
+5.1%
Q1 2016$4,372,000
-1.2%
57,958
-7.9%
1.58%
+1.4%
Q4 2015$4,425,00062,9601.56%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
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