Kelman-Lazarov, Inc. - 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
Kelman-Lazarov, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$625,495
-4.9%
7,0310.0%0.15%
-6.3%
Q2 2023$657,695
-10.7%
7,031
-12.5%
0.16%
-17.3%
Q1 2023$736,121
-2.6%
8,031
-2.4%
0.19%
-10.3%
Q4 2022$755,554
+12.4%
8,2300.0%0.21%
-7.0%
Q3 2022$672,000
-8.3%
8,230
-0.4%
0.23%
-7.7%
Q2 2022$733,000
-12.2%
8,265
-2.0%
0.25%
-10.8%
Q1 2022$835,000
-2.7%
8,432
-0.6%
0.28%
+0.7%
Q4 2021$858,000
+7.7%
8,4820.0%0.28%
-1.1%
Q3 2021$797,000
-3.4%
8,4820.0%0.28%
-3.1%
Q2 2021$825,000
-6.4%
8,482
-9.2%
0.29%
-8.3%
Q1 2021$881,000
+10.0%
9,346
-2.3%
0.31%
+2.3%
Q4 2020$801,000
+11.1%
9,5640.0%0.31%
-6.4%
Q3 2020$721,000
+1.8%
9,564
-0.4%
0.33%0.0%
Q2 2020$708,000
+9.3%
9,606
-4.2%
0.33%
-5.5%
Q1 2020$648,000
-30.8%
10,026
-1.0%
0.35%
-17.6%
Q4 2019$936,000
+4.9%
10,124
-0.7%
0.42%
-4.3%
Q3 2019$892,000
+1.9%
10,2000.0%0.44%
-1.8%
Q2 2019$875,000
+0.1%
10,200
-0.2%
0.45%
-2.8%
Q1 2019$874,000
+11.1%
10,2250.0%0.46%
-5.9%
Q4 2018$787,000
-20.0%
10,225
-6.0%
0.49%
-14.9%
Q3 2018$984,000
-2.5%
10,883
-6.3%
0.58%
+6.3%
Q2 2018$1,009,000
+2.7%
11,6130.0%0.54%
+2.7%
Q1 2018$982,000
-5.1%
11,613
-0.9%
0.53%0.0%
Q4 2017$1,035,000
+4.4%
11,713
-0.3%
0.53%
+1.0%
Q3 2017$991,000
+2.5%
11,7510.0%0.52%
-1.3%
Q2 2017$967,000
-0.8%
11,751
-0.5%
0.53%
-15.6%
Q1 2017$975,000
-99.9%
11,8130.0%0.63%
+17.4%
Q4 2016$948,820,000
+1.9%
11,813
-1.9%
0.54%
+1.3%
Q3 2016$931,018,000
+0.9%
12,038
+0.8%
0.53%
+0.2%
Q2 2016$922,569,000
+100507.3%
11,938
-1.6%
0.53%
-1.9%
Q1 2016$917,00012,1380.54%
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