HCR Wealth Advisors - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 131 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2019$430,000
+7.8%
4,6500.0%0.10%
-8.0%
Q2 2019$399,000
+0.3%
4,6500.0%0.11%
-0.9%
Q1 2019$398,000
+81.7%
4,650
+82.4%
0.11%
+60.6%
Q3 2018$219,000
-34.6%
2,550
-33.8%
0.07%
-35.5%
Q2 2018$335,000
-21.5%
3,850
-23.8%
0.11%
-25.7%
Q1 2018$427,000
-4.3%
5,0500.0%0.15%
-5.1%
Q4 2017$446,000
-34.3%
5,050
-37.3%
0.16%
-45.5%
Q3 2017$679,000
+2.4%
8,0500.0%0.29%
-12.5%
Q2 2017$663,000
-0.3%
8,0500.0%0.33%
-4.1%
Q1 2017$665,000
+2.8%
8,0500.0%0.34%
-0.3%
Q4 2016$647,0008,0500.34%
Other shareholders
WISDOMTREE TR shareholders Q3 2018
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 134,963$8,717,0002.24%
Lowe Wealth Advisors, LLC 45,238$2,922,0002.06%
Jaffetilchin Investment Partners, LLC 84,752$5,474,0001.93%
Blue Sky Asset Management, LLC 61,096$3,946,0001.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 74,615$4,819,0001.58%
WealthBridge Capital Management, LLC 22,107$1,428,0000.99%
White Pine Investment CO 21,375$1,381,0000.79%
Well Done, LLC 38,490$2,486,0000.75%
CAHILL FINANCIAL ADVISORS INC 22,773$1,471,0000.68%
Garrison Asset Management, LLC 14,033$906,0000.61%
View complete list of WISDOMTREE TR shareholders