OneDigital Investment Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 138 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OneDigital Investment Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$355,850
-4.9%
4,0000.0%0.01%0.0%
Q2 2023$374,169
+2.1%
4,0000.0%0.01%
-11.1%
Q1 2023$366,640
-0.2%
4,0000.0%0.01%
-18.2%
Q4 2022$367,219
+12.3%
4,0000.0%0.01%
-8.3%
Q3 2022$327,000
-7.9%
4,0000.0%0.01%
-20.0%
Q2 2022$355,000
-10.4%
4,0000.0%0.02%0.0%
Q1 2022$396,000
-2.2%
4,0000.0%0.02%
+7.1%
Q4 2021$405,000
+7.7%
4,0000.0%0.01%
-6.7%
Q3 2021$376,000
-6.0%
4,000
-2.8%
0.02%
-6.2%
Q2 2021$400,000
+6.1%
4,114
+2.8%
0.02%
-11.1%
Q1 2021$377,000
+12.5%
4,0000.0%0.02%
+5.9%
Q4 2020$335,000
+10.9%
4,0000.0%0.02%
-19.0%
Q3 2020$302,000
+2.4%
4,0000.0%0.02%0.0%
Q2 2020$295,000
+14.3%
4,0000.0%0.02%
-8.7%
Q1 2020$258,000
-30.3%
4,0000.0%0.02%
-20.7%
Q4 2019$370,000
+5.7%
4,0000.0%0.03%
-6.5%
Q3 2019$350,000
-49.0%
4,000
-50.0%
0.03%
-41.5%
Q2 2019$686,000
+100.6%
8,000
+100.0%
0.05%
+6.0%
Q1 2019$342,000
+11.0%
4,0000.0%0.05%
-3.8%
Q4 2018$308,0004,0000.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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