OSAIC HOLDINGS, INC. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,599,764
-3.5%
17,982
+1.5%
0.00%
-33.3%
Q2 2023$1,657,835
-1.7%
17,723
-3.7%
0.00%0.0%
Q1 2023$1,687,130
-2.2%
18,405
-2.1%
0.00%0.0%
Q4 2022$1,725,870
+40.2%
18,797
+24.7%
0.00%0.0%
Q3 2022$1,231,000
-15.3%
15,075
-7.9%
0.00%0.0%
Q2 2022$1,454,000
-16.9%
16,368
-8.7%
0.00%0.0%
Q1 2022$1,749,000
-34.5%
17,933
-32.1%
0.00%
-40.0%
Q4 2021$2,671,000
+46.4%
26,418
+36.2%
0.01%
+25.0%
Q3 2021$1,825,000
-2.9%
19,403
+0.5%
0.00%0.0%
Q2 2021$1,879,000
-1.6%
19,304
-4.7%
0.00%
-20.0%
Q1 2021$1,909,000
-3.2%
20,252
-13.9%
0.01%0.0%
Q4 2020$1,972,000
-3.4%
23,532
-13.3%
0.01%
-16.7%
Q3 2020$2,041,000
-13.1%
27,131
-14.8%
0.01%
-25.0%
Q2 2020$2,349,000
-3.0%
31,848
-34.6%
0.01%
-20.0%
Q1 2020$2,422,00048,7290.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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