AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 122 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$203,000
-13.6%
2,291
-3.6%
0.00%0.0%
Q1 2022$235,000
+15.8%
2,376
+18.4%
0.00%
+100.0%
Q4 2021$203,000
-15.1%
2,007
-18.2%
0.00%
-50.0%
Q2 2021$239,000
-79.8%
2,454
-84.3%
0.00%
-88.2%
Q3 2020$1,182,000
-52.2%
15,669
-53.3%
0.02%
-55.3%
Q2 2020$2,471,000
+47.5%
33,518
+29.3%
0.04%0.0%
Q1 2020$1,675,000
-90.4%
25,931
-86.3%
0.04%
-90.0%
Q4 2019$17,535,000
+82.9%
189,565
+72.9%
0.38%
+37.5%
Q3 2019$9,586,000109,6410.28%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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