Jacobi Capital Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 133 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$63,000
-1.6%
667
+0.8%
0.01%0.0%
Q2 2021$64,000
+3.2%
662
+0.9%
0.01%
-11.1%
Q1 2021$62,000
+12.7%
656
+0.3%
0.01%0.0%
Q4 2020$55,000
+12.2%
654
+1.1%
0.01%0.0%
Q3 2020$49,000
+4.3%
647
+0.9%
0.01%0.0%
Q2 2020$47,000
+14.6%
641
+1.1%
0.01%0.0%
Q1 2020$41,000
-29.3%
634
+0.8%
0.01%
-18.2%
Q4 2019$58,000
+7.4%
629
+1.1%
0.01%0.0%
Q3 2019$54,000
+1.9%
622
+0.8%
0.01%0.0%
Q2 2019$53,000
+1.9%
617
+1.0%
0.01%
-15.4%
Q1 2019$52,000
+10.6%
611
+0.5%
0.01%0.0%
Q4 2018$47,000
-13.0%
608
+1.3%
0.01%
-7.1%
Q3 2018$54,000
+3.8%
600
+1.0%
0.01%
-6.7%
Q2 2018$52,000
+6.1%
594
+0.7%
0.02%0.0%
Q1 2018$49,000
-7.5%
590
+0.9%
0.02%
-11.8%
Q4 2017$53,0005850.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders